EconomicsenCopyright: (C) Schroders626582http://www.schroders.com/en/lu/professional-investor/insights/economics/infographic-a-view-of-the-global-economy-in-may-2018/Schroders Economics TeamGlobalAzad ZanganaCraig BothamKeith WadeEconomicsEconomic viewsInfographic: A view of the global economy in May 2018We look at the potential trade war between China and the US, who else could be affected and what the likely outcome might be.Tue, 15 May 2018 10:00:00 +0200globalazadzanganacraigbothamkeithwadeeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg625967http://www.schroders.com/en/lu/professional-investor/insights/economics/bank-of-england-pauses-hikes-awaiting-more-clarity/Azad ZanganaUKAzad ZanganaGrowthInterest RatesBoEMonetary PolicyEconomicsBrexitEconomic viewsBank of England pauses hikes, awaiting more clarityThe market now shares our view that the next UK rate rise will be in November.Thu, 10 May 2018 17:00:00 +0200ukazadzanganagrowthinterestratesboemonetarypolicyeconomicsbrexiteconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/bank-of-england-royal-exchange-at-night.jpg625843http://www.schroders.com/en/lu/professional-investor/insights/economics/are-australia-and-canadas-cooling-housing-markets-a-threat-to-financial-stability/Irene LauroUSAsia PacificEconomicsAustraliaEconomic viewsPropertyAre Australia and Canada’s cooling housing markets a threat to financial stability?After a long housing boom in Australia and Canada, some observers expect a sharp correction. Should this spark concern about the wider economic impact in these countries?Thu, 10 May 2018 13:00:00 +0200usasiapacificeconomicsaustraliaeconomicviewspropertyhttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/sydney-cbd-coombs-blue-sky.jpg624660http://www.schroders.com/en/lu/professional-investor/insights/economics/us-employment-report-signals-the-economy-has-peaked-at-a-high-level/Keith WadeUSKeith WadeFederal ReserveGrowthInterest RatesMonetary PolicyEconomicsLabour marketEconomic viewsUS employment report signals the economy has peaked at a high levelQuickview: Recent data confirm the US is late in the cycle and we maintain our forecast for a total of four interest rate hikes this year. Fri, 04 May 2018 17:00:00 +0200uskeithwadefederalreservegrowthinterestratesmonetarypolicyeconomicslabourmarketeconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/new-york-times-square.jpg624291http://www.schroders.com/en/lu/professional-investor/insights/economics/Will-UK-interest-rates-rise-in-May/David BrettUKAzad ZanganaInterest RatesEconomicsDavid BrettEconomic viewsWill UK interest rates rise in May?Forecasts for rates have suddenly shifted. We put five pressing questions about the future of monetary policy to senior economist Azad Zangana.Thu, 03 May 2018 13:00:00 +0200ukazadzanganainterestrateseconomicsdavidbretteconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/terraced-house-for-sale-at-west-london.jpg623743http://www.schroders.com/en/lu/professional-investor/insights/economics/is-this-the-end-of-the-eurozone-recovery/Azad ZanganaEurope ex UKAzad ZanganaECBGrowthQuantitative EasingGDPEconomicsEconomic viewsIs this the end of the eurozone recovery?Quickview: Eurozone GDP growth slows, but adverse weather is probably to blame.Wed, 02 May 2018 12:00:00 +0200europeexukazadzanganaecbgrowthquantitativeeasinggdpeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/paris-cityscape-la-defense.jpg623634http://www.schroders.com/en/lu/professional-investor/insights/economics/trade-wars-what-do-they-mean-for-the-global-economy/Keith WadeCraig BothamPiya SachdevaGlobal Emerging MarketsJapanUSCraig BothamKeith WadeGlobal EconomyGrowthEconomicsWatch/ListenEconomic viewsHot topicTrade wars: what do they mean for the global economy?Trade tensions are rising between the US and China, with both sides having announced tariffs on certain imports from the other. We look at how this could impact the global economy. Wed, 02 May 2018 09:30:00 +0200globalemergingmarketsjapanuscraigbothamkeithwadeglobaleconomygrowtheconomicswatchlisteneconomicviewshottopichttp://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/aerial-view-of-hamburg-harbour-cargo-terminal.jpg616080http://www.schroders.com/en/lu/professional-investor/insights/economics/infographic-a-view-of-the-global-economy-in-april-2018/Keith WadeAzad ZanganaCraig BothamGlobalEconomics Team SchrodersInfographicEconomic viewsInfographic: A view of the global economy in April 2018We look at the factors that could bring the current economic expansion phase to an end.Thu, 19 Apr 2018 08:30:00 +0200globaleconomicsteamschrodersinfographiceconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg612624http://www.schroders.com/en/lu/professional-investor/insights/economics/is-the-road-to-inflation-taking-us-back-to-the-1960s/Keith WadeUKUSKeith WadeInflationEconomicsEconomic viewsIs the road to inflation taking us back to the 1960s?The 1960s are remembered for radical social reform, political upheaval and war. Often forgotten is that they were also a time of rising inflation – and in this they may hold disquieting lessons for us today. Tue, 17 Apr 2018 19:30:00 +0200ukuskeithwadeinflationeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/london-piccadilly-circus-vi-1968.jpg608430http://www.schroders.com/en/lu/professional-investor/insights/economics/how-china-is-positioning-for-slower-growth/Craig BothamGlobal Emerging MarketsCraig BothamGrowthChinaEconomicsEconomic viewsEmerging MarketsHow China is positioning for slower growthThe Chinese authorities seem to have acknowledged that lower growth will be inevitable. We look at how they have increased their room for manoeuvre economically and politically.Thu, 05 Apr 2018 11:30:00 +0200globalemergingmarketscraigbothamgrowthchinaeconomicseconomicviewsemergingmarketshttp://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/china-airport.jpg604328http://www.schroders.com/en/lu/professional-investor/insights/economics/new-fed-chair-powell-raises-rates-growth-and-inflation-forecasts/Keith WadeUSKeith WadeUS Monetary PolicyFederal ReserveInflationGrowthInterest RatesEconomic viewsNew Fed chair Powell raises rates, growth and inflation forecastsWe still see scope for further interest rate rises from the Fed this year, following yesterday’s 25 basis point hike at the March meeting of the FOMC.Thu, 22 Mar 2018 10:00:00 +0100uskeithwadeusmonetarypolicyfederalreserveinflationgrowthinterestrateseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/federal-reserve-building.jpg603575http://www.schroders.com/en/lu/professional-investor/insights/economics/infographic-a-view-of-the-global-economy-in-march-2018/Schroders Economics TeamGlobalEconomics Team SchrodersInfographicEconomic viewsInfographic: A view of the global economy in March 2018Our monthly look at what's going on in the global economy. This month we upgrade our global growth forecasts. Mon, 19 Mar 2018 17:00:00 +0100globaleconomicsteamschrodersinfographiceconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg601447http://www.schroders.com/en/lu/professional-investor/insights/economics/russian-election-how-might-putins-inevitable-victory-affect-the-economy/Craig BothamGlobal Emerging MarketsCraig BothamRussiaEconomicsEconomic viewsEmerging MarketsRussian election: how might Putin’s inevitable victory affect the economy?For Russia the risk lies not in Sunday’s election, but what comes after.Fri, 16 Mar 2018 10:00:00 +0100globalemergingmarketscraigbothamrussiaeconomicseconomicviewsemergingmarketshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/russia-buildings.jpg596980http://www.schroders.com/en/lu/professional-investor/insights/economics/why-economic-growth-and-rates-could-increase-faster-than-expected/Keith WadeGlobalAzad ZanganaCraig BothamKeith WadeFederal ReserveECBInflationGlobal EconomyGrowthInterest RatesBoEMonetary PolicyGDPEconomicsEconomic viewsWhy economic growth (and rates) could increase faster than expectedWe’ve upgraded our predictions for how the major economies around the world will perform in the next two years. Here, we briefly explain why and summarise our predictions.Tue, 06 Mar 2018 09:00:00 +0100globalazadzanganacraigbothamkeithwadefederalreserveecbinflationglobaleconomygrowthinterestratesboemonetarypolicygdpeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/looking-up-at-trees.jpg596772http://www.schroders.com/en/lu/professional-investor/insights/economics/Italian-election-yields-a-bitter-stalemate/Azad ZanganaEurope ex UKAzad ZanganaEconomicsEconomic viewsItalian election yields a bitter stalemateQuickview: Protest and populist parties make large gains, raising the risk of a possible debt crisis, but an Italian exit from the euro or EU remains low-risk.Mon, 05 Mar 2018 10:00:00 +0100europeexukazadzanganaeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/italy-florence-cityscape.jpg593593http://www.schroders.com/en/lu/professional-investor/insights/economics/infographic-a-view-of-the-global-economy-in-february-2018/Keith WadeAzad ZanganaCraig BothamEconomics Team SchrodersGrowthInterest RatesMonetary PolicyInfographicEconomicsEconomic viewsInfographic: A view of the global economy in February 2018In this month's infographic we look at the forces driving the weaker US dollar, the prospects for continued global growth and what political risk could mean for emerging markets. Thu, 15 Feb 2018 14:00:00 +0100economicsteamschrodersgrowthinterestratesmonetarypolicyinfographiceconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/digital-stock-market-display.jpg593314http://www.schroders.com/en/lu/professional-investor/insights/economics/us-inflation-shows-signs-of-rising-cyclical-pressure-in-january/Keith WadeIrene LauroUSKeith WadeUS Monetary PolicyFederal ReserveInflationInterest RatesEconomicsEconomic viewsUS inflation shows signs of rising cyclical pressure in JanuaryCore inflation looks likely to accelerate further, putting pressure on the Federal Reserve to keep tightening policy.Wed, 14 Feb 2018 16:00:00 +0100uskeithwadeusmonetarypolicyfederalreserveinflationinterestrateseconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/federal-reserve.jpg592740http://www.schroders.com/en/lu/professional-investor/insights/economics/japanese-growth-moderates-but-eighth-consecutive-quarter-of-positive-gdp-growth-confirmed/Piya SachdevaJapanAbenomicsGDPEconomic viewsJapanese growth moderates, but eighth consecutive quarter of positive GDP growth confirmedQuickview: Consumption and capex the bright spots in a weaker-than-expected Japan GDP report.Wed, 14 Feb 2018 11:00:00 +0100japanabenomicsgdpeconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/japan-tokyo-shinjuku-rush-hour.jpg591116http://www.schroders.com/en/lu/professional-investor/insights/economics/boe-earlier-and-greater-interest-rate-rises-on-the-horizon/Azad ZanganaUKAzad ZanganaInflationInterest RatesBoEMonetary PolicyGDPEconomicsEconomic viewsBoE: earlier and greater interest rate rises on the horizonUK policymakers are concerned about inflation despite weak growth; we now forecast a November rate hike.Fri, 09 Feb 2018 10:00:00 +0100ukazadzanganainflationinterestratesboemonetarypolicygdpeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/bank-of-england.jpg585961http://www.schroders.com/en/lu/professional-investor/insights/economics/the-eurozone-economic-boom-continues/Azad ZanganaEurope ex UKAzad ZanganaECBGrowthQuantitative EasingGDPEconomicsEconomic viewsThe eurozone economic boom continuesQuickview: How long can the European Central Bank maintain its extraordinarily loose monetary policy?Tue, 30 Jan 2018 11:00:00 +0100europeexukazadzanganaecbgrowthquantitativeeasinggdpeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/paris-arc-de-triomphe-rush-hour.jpg585365http://www.schroders.com/en/lu/professional-investor/insights/economics/us-economy-maintains-momentum-as-domestic-spending-shines-through/Keith WadeUSKeith WadeGrowthGDPEconomicsEconomic viewsUS economy maintains momentum as domestic spending shines throughQuickview: Latest US growth data is robust, but distorted by effects of post-hurricane spending.Fri, 26 Jan 2018 15:58:00 +0100uskeithwadegrowthgdpeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/central-park-in-new-york.jpg585288http://www.schroders.com/en/lu/professional-investor/insights/economics/30-year-return-forecast-2018-update/Craig BothamEquitiesFixed IncomeGlobal Emerging MarketsGlobalCraig BothamBondsSharesEconomicsDeveloped MarketsEconomic views30-year return forecast: 2018 updateIn our annual update of 30-year asset class return forecasts, equities are still on top, though credit has caught up in the US.Fri, 26 Jan 2018 14:00:00 +0100equitiesfixedincomeglobalemergingmarketsglobalcraigbothambondsshareseconomicsdevelopedmarketseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/outlook-2017.jpg585205http://www.schroders.com/en/lu/professional-investor/insights/economics/uk-growth-edges-higher-but-boe-likely-to-hold/Azad ZanganaUKAzad ZanganaEconomic viewsUK growth edges higher, but BoE likely to holdQuickview: Despite a pick-up in growth in Q4, annual GDP growth decelerates to its lowest rate since 2012.Fri, 26 Jan 2018 11:00:00 +0100ukazadzanganaeconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/london_parliament_2016.jpg582447http://www.schroders.com/en/lu/professional-investor/insights/economics/Infographic-A-view-of-the-global-economy-in-January-2018/Keith WadeAzad ZanganaCraig BothamGlobalAzad ZanganaCraig BothamEconomics Team SchrodersKeith WadeInfographicEconomicsInfographic: A view of the global economy in January 2018In this month's infographic we look at the shift towards global reflation, the end of quantitative easing and whether political risk is set to return in 2018.Fri, 19 Jan 2018 11:00:00 +0100globalazadzanganacraigbothameconomicsteamschroderskeithwadeinfographiceconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg582101http://www.schroders.com/en/lu/professional-investor/insights/economics/has-chinese-growth-peaked/Craig BothamAsia ex JapanGlobal Emerging MarketsCraig BothamGrowthChinaEconomicsEconomic viewsEmerging MarketsHas Chinese growth peaked?Quickview: The final quarter rounds off a strong year for Chinese growth.Thu, 18 Jan 2018 11:00:00 +0100asiaexjapanglobalemergingmarketscraigbothamgrowthchinaeconomicseconomicviewsemergingmarketshttp://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/china-great-wall-in-summer-badaling-china.jpg573610http://www.schroders.com/en/lu/professional-investor/insights/economics/Infographic-the-economic-story-of-2017/Keith WadeAzad ZanganaCraig BothamGlobalAzad ZanganaCraig BothamKeith WadeEconomicsEconomic viewsInfographic: the economic story of 2017In the first infographic of 2018 we review the themes that dominated the global economy over the last 12 months and provide an outlook for the year ahead.Tue, 02 Jan 2018 12:00:00 +0100globalazadzanganacraigbothamkeithwadeeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg560531http://www.schroders.com/en/lu/professional-investor/insights/economics/will-the-global-economy-continue-to-bounce-back-in-2018/Keith WadeAzad ZanganaCraig BothamAzad ZanganaCraig BothamKeith WadeInflationInterest RatesGDPInfographicEconomicsEconomic viewsWill the global economy continue to bounce back in 2018?In this month's infographic, Schroders' economists revise up their global growth forecasts and provide their outlook for interest rates in 2018.Tue, 19 Dec 2017 11:00:00 +0100azadzanganacraigbothamkeithwadeinflationinterestratesgdpinfographiceconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg557957http://www.schroders.com/en/lu/professional-investor/insights/economics/a-dovish-hike-from-the-federal-reserve/Keith WadeUSKeith WadeUS Monetary PolicyFederal ReserveGrowthInterest RatesEconomicsEconomic viewsA dovish hike from the Federal ReserveQuickview: The US central bank revised up its growth forecasts but concerns over subdued inflation still linger.Thu, 14 Dec 2017 12:00:00 +0100uskeithwadeusmonetarypolicyfederalreservegrowthinterestrateseconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/federal-reserve.jpg557014http://www.schroders.com/en/lu/professional-investor/insights/economics/uk-inflation-breaches-the-boes-upper-target/Azad ZanganaUKAzad ZanganaInflationBoEEconomicsEconomic viewsUK inflation breaches the BoE's upper targetHigher food and energy prices put further pressure on households ahead of festive period.Tue, 12 Dec 2017 12:00:00 +0100ukazadzanganainflationboeeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/bank-of-england-and-royal-exchange-buildings-london.jpg556052http://www.schroders.com/en/lu/professional-investor/insights/economics/fed-still-on-course-for-december-hike-after-jobs-report/Keith WadeUSKeith WadeFederal ReserveEconomicsLabour marketEconomic viewsFed still on course for December hike after jobs reportQuickview: The latest US non-farm payrolls show robust jobs growth although wage growth remains subdued.Fri, 08 Dec 2017 17:00:00 +0100uskeithwadefederalreserveeconomicslabourmarketeconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/new-york-view-of-skyscrapers.jpg556010http://www.schroders.com/en/lu/professional-investor/insights/economics/is-the-uk-government-heading-towards-a-softer-brexit/Azad ZanganaUKAzad ZanganaEconomicsBrexitEconomic viewsIs the UK government heading towards a softer Brexit?The joint progress report leaves several options open for the UK but phase II of negotiations is likely to prove at least as difficult as phase I.Fri, 08 Dec 2017 16:00:00 +0100ukazadzanganaeconomicsbrexiteconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/eu-ref-eu-flags-berlaymont.jpg555118http://www.schroders.com/en/lu/professional-investor/insights/economics/brazil-rates-sink-to-record-low/Craig BothamGlobal Emerging MarketsCraig BothamInterest RatesMonetary PolicyBrazilEconomicsEconomic viewsBrazil rates sink to record lowQuickview: Central bank signals easing cycle is near its end.Thu, 07 Dec 2017 09:00:00 +0100globalemergingmarketscraigbothaminterestratesmonetarypolicybrazileconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/brazil-sugar-loaf-mountain-cable-car.jpg553615http://www.schroders.com/en/lu/professional-investor/insights/economics/Brazilian-GDP-growth-accelerates-ahead-of-expectations/Craig BothamGlobal Emerging MarketsCraig BothamGDPEconomicsEconomic viewsBrazilian GDP growth accelerates ahead of expectationsQuickview: Brazilian GDP growth accelerates to 1.4% in Q3 amid a pick-up in investment.Fri, 01 Dec 2017 14:00:00 +0100globalemergingmarketscraigbothamgdpeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/brazil-rio-yellow-train.jpg553382http://www.schroders.com/en/lu/professional-investor/insights/economics/outlook-2018-global-economy/Keith WadeEurope ex UKGlobalJapanUSKeith WadeUS Monetary PolicyFederal ReserveInflationGlobal EconomyGrowthQuantitative EasingBoEMonetary PolicyDeveloped MarketsEconomic viewsOutlooks 2018Outlook 2018: Global economyIn the first part of our series of articles assessing the outlook for next year, Keith Wade discusses whether the Goldilocks combination of strong growth and low inflation can continue in 2018.Fri, 01 Dec 2017 10:00:00 +0100europeexukglobaljapanuskeithwadeusmonetarypolicyfederalreserveinflationglobaleconomygrowthquantitativeeasingboemonetarypolicydevelopedmarketseconomicviewsoutlooks2018http://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/wall-clock-time-zones-around-the-world.jpg553193http://www.schroders.com/en/lu/professional-investor/insights/economics/indian-growth-data-disappoints-again/Craig BothamGlobal Emerging MarketsCraig BothamIndiaGDPEconomic viewsIndian growth data disappoints againQuickview: Indian GDP growth misses expectations again with agriculture and construction still dragging on performanceThu, 30 Nov 2017 16:00:00 +0100globalemergingmarketscraigbothamindiagdpeconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/india-jaipur-amber-fort-woman-holding-an-umbrella.jpg551384http://www.schroders.com/en/lu/professional-investor/insights/economics/UK-Budget-Stamp-duty-cut-buys-time-for-Hammond-but-cant-hide-challenges/Azad ZanganaSue NoffkeAlix StewartUKAzad ZanganaSue NoffkeAlix StewartGrowthBudgetEconomicsEconomic viewsUK Budget: Stamp duty cut buys time for Hammond but can't hide challengesThe Chancellor of the Exchequer delivers giveaways to key policy areas despite worsening economic and fiscal outlook.Wed, 22 Nov 2017 16:00:00 +0100ukazadzanganasuenoffkealixstewartgrowthbudgeteconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/modern-residential-building.jpg550441http://www.schroders.com/en/lu/professional-investor/insights/economics/political-risks-still-simmering-spain-italy-and-austria-divided/Keith WadeAzad ZanganaCraig BothamGlobalAzad ZanganaCraig BothamKeith WadeInflationGrowthInfographicEconomic viewsPolitical risks simmering: Spain, Italy and Austria dividedIn this month's infographic we look at the political risks simmering in Europe and the potential issues with global growth without wage inflation.
Mon, 20 Nov 2017 16:00:00 +0100globalazadzanganacraigbothamkeithwadeinflationgrowthinfographiceconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/11-08-17-responsable-de-la-recherche-esg.jpg548686http://www.schroders.com/en/lu/professional-investor/insights/economics/pick-up-in-net-exports-supports-japanese-q3-gdp-growth/Piya SachdevaJapanGDPEconomicsEconomic viewsPick up in net exports supports Japanese Q3 GDP growthJapan confirms seventh consecutive quarter of positive growth at 1.4% q/q in Q3.Wed, 15 Nov 2017 15:00:00 +0100japangdpeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/tokyo-skyline.jpg548351http://www.schroders.com/en/lu/professional-investor/insights/economics/uk-inflation-fails-to-rise-but-remains-elevated/Azad ZanganaUKAzad ZanganaInflationBoEEconomicsEconomic viewsUK inflation fails to rise but remains elevatedWe may be close to the peak in inflation as the impact of sterling weakness should now start to fade.Tue, 14 Nov 2017 11:00:00 +0100ukazadzanganainflationboeeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/london-towerbridge-crop.jpg548172http://www.schroders.com/en/lu/professional-investor/insights/economics/more-rate-cuts-to-come-after-russia-growth-slows/Craig BothamCraig BothamInterest RatesRussiaGDPEconomicsEconomic viewsMore rate cuts to come after Russia growth slows?Russian growth slowed more than the market expected in the third quarter, supporting the argument for further rate cuts by the central bank.Mon, 13 Nov 2017 16:00:00 +0100craigbothaminterestratesrussiagdpeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/russia-st-petersbourg-winter-cityscape.jpg545037http://www.schroders.com/en/lu/professional-investor/insights/economics/eurozone-political-risk-still-simmering/Azad ZanganaEurope ex UKAzad ZanganaECBQuantitative EasingMonetary PolicyEconomicsEconomic viewsEurozone: Political risk still simmeringThough many of Europe’s major political obstacles have been overcome, events in Spain highlight that political risk continues to simmer under the surface. These risks are contained for now, helped by quantitative easing which is set to continue into 2018.Tue, 07 Nov 2017 11:00:00 +0100europeexukazadzanganaecbquantitativeeasingmonetarypolicyeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/barcelona-city-view-from-the-roof.jpg544854http://www.schroders.com/en/lu/professional-investor/insights/economics/firing-on-all-cylinders/Keith WadeGlobalKeith WadeInflationGlobal EconomyGrowthEconomicsEconomic viewsFiring on all cylinders?Despite the strengthening of global activity, inflation remains quiescent. This is creating consternation among policymakers whose models would have predicted a pick-up in wage and price pressure.Mon, 06 Nov 2017 15:00:00 +0100globalkeithwadeinflationglobaleconomygrowtheconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/building-construction-china.jpg544532http://www.schroders.com/en/lu/professional-investor/insights/economics/Rates-set-to-rise-again-in-december-as-US-jobs-rebound/Keith WadeUSKeith WadeUS Monetary PolicyFederal ReserveInflationGrowthInterest RatesMonetary PolicyAmericasEconomicsDeveloped MarketsEconomic viewsRates set to rise again in December as US jobs reboundLatest payroll data sees jobs market rebound and keeps the prospect of a further rate rise in December on the cards. But wages stay subdued.Fri, 03 Nov 2017 16:00:00 +0100uskeithwadeusmonetarypolicyfederalreserveinflationgrowthinterestratesmonetarypolicyamericaseconomicsdevelopedmarketseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/american-flag-us-port-container-ship-symbols-economy-industry-pride.jpg544340http://www.schroders.com/en/lu/professional-investor/insights/economics/bank-of-england-raises-interest-rates-but-are-there-more-hikes-to-come/Azad ZanganaUKAzad ZanganaInflationInterest RatesBoEMonetary PolicyEconomicsEconomic viewsBank of England raises interest rates but are there more hikes to come?Despite a sluggish economy, the central bank is worried about rising inflation pressures.Thu, 02 Nov 2017 15:00:00 +0100ukazadzanganainflationinterestratesboemonetarypolicyeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/bank-of-england-and-royal-exchange-buildings-london.jpg543507http://www.schroders.com/en/lu/professional-investor/insights/economics/europe-is-booming/Azad ZanganaEurope ex UKAzad ZanganaECBInflationGDPEconomicsEconomic viewsEurope is boomingStrong growth and falling inflation means investors can continue to enjoy the Goldilocks environment.Tue, 31 Oct 2017 12:00:00 +0100europeexukazadzanganaecbinflationgdpeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/paris-postcard-front.jpg542616http://www.schroders.com/en/lu/professional-investor/insights/economics/upbeat-ecb-to-extend-qe-into-2018/Azad ZanganaEurope ex UKAzad ZanganaECBQuantitative EasingEconomicsEconomic viewsUpbeat ECB to extend QE into 2018Monthly purchases will be halved, but repurchases will continue for some time as the economy appears to have turned a corner.Thu, 26 Oct 2017 16:00:00 +0200europeexukazadzanganaecbquantitativeeasingeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/ecb-ezb-european-central-bank-frankfurt-dusk.jpg542503http://www.schroders.com/en/lu/professional-investor/insights/economics/end-in-sight-for-brazils-easing-cycle/Craig BothamGlobal Emerging MarketsCraig BothamInterest RatesEconomicsEconomic viewsEnd in sight for Brazil’s easing cycleWith Brazil announcing another interest rate cut, we think the easing cycle is likely to end in December.Thu, 26 Oct 2017 12:00:00 +0200globalemergingmarketscraigbothaminterestrateseconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/brazil-paulista-ave-under-drizzle.jpg542251http://www.schroders.com/en/lu/professional-investor/insights/economics/uk-gdp-growth-remains-sluggish-but-rates-are-poised-to-rise/Azad ZanganaUKAzad ZanganaInterest RatesBoEGDPEconomicsEconomic viewsUK GDP growth remains sluggish but rates are poised to riseThe Bank of England is unlikely to back away from raising interest rates in November despite ongoing weakness in growth and productivity.Wed, 25 Oct 2017 11:00:00 +0200ukazadzanganainterestratesboegdpeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/bank-of-england-london.jpg540596http://www.schroders.com/en/lu/professional-investor/insights/economics/World-economy-squeezed-rate-rises-QE-and-emerging-markets---infographic-October-2017/Keith WadeAzad ZanganaCraig BothamGlobal Emerging MarketsGlobalUKAzad ZanganaCraig BothamKeith WadeFederal ReserveInterest RatesQuantitative EasingInfographicEconomic viewsEmerging MarketsWorld economy squeezed: rate rises, QE and emerging markets disinflationIn this month's infographic we look at how central banks will tighten monetary policy, the outlook for UK interest rates and inflation in emerging markets.Wed, 18 Oct 2017 10:59:00 +0200globalemergingmarketsglobalukazadzanganacraigbothamkeithwadefederalreserveinterestratesquantitativeeasinginfographiceconomicviewsemergingmarketshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/taps.jpg540172http://www.schroders.com/en/lu/professional-investor/insights/economics/chinas-communist-party-congress-what-investors-should-expect/Craig BothamRobin ParbrookEquitiesAsia ex JapanGlobal Emerging MarketsCraig BothamRobin ParbrookAsia PacificChinaEconomicsEconomic viewsChina’s Communist party congress: what investors should expectThe 19th National Congress of the Communist Party of China begins on Wednesday. Will President Xi Jinping stick or twist on the country’s economic policy, and what might it mean for markets?Mon, 16 Oct 2017 12:00:00 +0200equitiesasiaexjapanglobalemergingmarketscraigbothamrobinparbrookasiapacificchinaeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/chinese-government-building-in-beijing.jpg539753http://www.schroders.com/en/lu/professional-investor/insights/economics/federal-reserve-poised-for-december-rate-rise/Keith WadeUSKeith WadeUS Monetary PolicyFederal ReserveInflationInterest RatesEconomicsEconomic viewsFederal Reserve poised for December rate riseDespite mixed signals on inflation, the US Federal Reserve is likely to raise interest rates in December.Fri, 13 Oct 2017 16:59:00 +0200uskeithwadeusmonetarypolicyfederalreserveinflationinterestrateseconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/new-york-wall-street-us-flag.jpg538798http://www.schroders.com/en/lu/professional-investor/insights/economics/will-uk-interest-rates-rise-next-month/Azad ZanganaUKAzad ZanganaInterest RatesWill UK interest rates rise next month?Markets had been expecting rates to stay at 0.25% until next summer. Now the Bank of England is poised to act Wed, 11 Oct 2017 09:00:00 +0200ukazadzanganainterestrateshttp://www.schroders.com/en/sysglobalassets/wmmediaassets/uk/pwm/imgs/articles/buckets/bank-of-england945x470.jpg536736http://www.schroders.com/en/lu/professional-investor/insights/economics/from-qe-to-qt-whither-global-liquidity/Keith WadeAzad ZanganaCraig BothamGlobalAzad ZanganaCraig BothamKeith WadeUS Monetary PolicyFederal ReserveInflationGlobal EconomyQuantitative EasingEconomicsEconomic viewsFrom QE to QT - whither global liquidity?In this month's TalkingEconomics, our economists discuss global liquidity, the outlook for UK interest rates and falling inflation in emerging markets. Wed, 04 Oct 2017 15:00:00 +0200globalazadzanganacraigbothamkeithwadeusmonetarypolicyfederalreserveinflationglobaleconomyquantitativeeasingeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/crystal-ball.jpg536693http://www.schroders.com/en/lu/professional-investor/insights/economics/indian-central-bank-holds-its-ground-as-growth-slows/Craig BothamGlobal Emerging MarketsCraig BothamGrowthInterest RatesMonetary PolicyIndiaEconomic viewsIndian central bank holds its ground as growth slowsAs expected, the Reserve Bank of India (RBI) left rates unchanged at 5.75%, with concerns over both slowing growth and rising inflation present. There seems little chance of further easing this year.Wed, 04 Oct 2017 12:00:00 +0200globalemergingmarketscraigbothamgrowthinterestratesmonetarypolicyindiaeconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/india-jaipur-amber-fort-woman-holding-an-umbrella.jpg534178http://www.schroders.com/en/lu/professional-investor/insights/economics/markets-shrug-at-mays-florence-speech/Azad ZanganaUKAzad ZanganaEconomicsBrexitEconomic viewsMarkets shrug at May's Florence speechTheresa May’s speech confirmed that the UK is seeking a transition period but gave few further details on the final shape of Brexit.Fri, 22 Sep 2017 17:00:00 +0200ukazadzanganaeconomicsbrexiteconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/cityscape-of-florence.jpg533830http://www.schroders.com/en/lu/professional-investor/insights/economics/us-fed-likely-to-hold-fire-despite-hawkish-intent/Keith WadeUSKeith WadeUS Monetary PolicyFederal ReserveInflationEconomicsEconomic viewsUS Fed likely to hold fire despite hawkish intentThe central bank aims to raise rates but further evidence of inflation picking up is still needed.Thu, 21 Sep 2017 13:00:00 +0200uskeithwadeusmonetarypolicyfederalreserveinflationeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/federal-reserve.jpg532780http://www.schroders.com/en/lu/professional-investor/insights/economics/Emerging-markets-inflation-and-political-risk-a-summary-of-the-world-economy/Keith WadeAzad ZanganaCraig BothamGlobal Emerging MarketsGlobalAzad ZanganaCraig BothamKeith WadeInflationGrowthEconomicsEconomic viewsEmerging MarketsEmerging markets, inflation and political risk – a summary of the world economyThis month we focus on the factors keeping global economic activity strong, why the outlook for emerging markets is bright except in India and the risks facing Europe and the UK.Mon, 18 Sep 2017 12:58:00 +0200globalemergingmarketsglobalazadzanganacraigbothamkeithwadeinflationgrowtheconomicseconomicviewsemergingmarketshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg529432http://www.schroders.com/en/lu/professional-investor/insights/economics/draghi-stalls-for-time-on-qe-details/Azad ZanganaEurope ex UKAzad ZanganaECBInterest RatesQuantitative EasingEconomicsEconomic viewsDraghi stalls for time on QE detailsECB keeps interest rates and QE on hold and fails to talk down the euro.Thu, 07 Sep 2017 17:00:00 +0200europeexukazadzanganaecbinterestratesquantitativeeasingeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/ecb-ezb-european-central-bank-frankfurt-dusk.jpg526539http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-global-forecast-update---goldilocks-lives-on/Keith WadeAzad ZanganaCraig BothamGlobalAzad ZanganaCraig BothamKeith WadeInflationGlobal EconomyGrowthInterest RatesMonetary PolicyEconomicsEconomic viewsTalkingEconomics: Global forecast update - Goldilocks lives onSteady global growth and low inflation means we remain in a Goldilocks environment where activity is neither too hot nor too cold.Wed, 23 Aug 2017 16:00:00 +0200globalazadzanganacraigbothamkeithwadeinflationglobaleconomygrowthinterestratesmonetarypolicyeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/construction-silhouette.jpg524928http://www.schroders.com/en/lu/professional-investor/insights/economics/uk-inflation-fails-to-rise-and-market-forecasts-are-likely-to-be-cut/Azad ZanganaUKAzad ZanganaInflationInterest RatesBoEEconomicsEconomic viewsUK inflation fails to rise and market forecasts are likely to be cutThe second consecutive miss versus consensus will prompt reappraisals for this year and next.Tue, 15 Aug 2017 11:00:00 +0200ukazadzanganainflationinterestratesboeeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/financial-district-of-london.jpg524326http://www.schroders.com/en/lu/professional-investor/insights/economics/the-story-of-the-global-economy-in-pictures---august-2017/Keith WadeAzad ZanganaCraig BothamGlobalUKAzad ZanganaCraig BothamKeith WadeInflationInterest RatesInfographicEconomicsEconomic viewsThe story of the global economy in pictures - August 2017In this month's infographic we look at the pros and cons of low inflation and balance sheet reduction, the state of the UK economy and the outlook for global trade.Fri, 11 Aug 2017 17:00:00 +0200globalukazadzanganacraigbothamkeithwadeinflationinterestratesinfographiceconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg522617http://www.schroders.com/en/lu/professional-investor/insights/economics/Fed-unlikely-to-budge-despite-strong-jobs-report/Keith WadeUSKeith WadeUS Monetary PolicyFederal ReserveInterest RatesEconomicsLabour marketEconomic viewsFed unlikely to budge despite strong jobs reportAlthough employment growth is positive, the Federal Reserve will likely remain on hold for 2017 while inflation remains weak and balance sheet reduction looms.Fri, 04 Aug 2017 17:00:00 +0200uskeithwadeusmonetarypolicyfederalreserveinterestrateseconomicslabourmarketeconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/worker-grinding-steel-by-electric-grinding-machine.jpg512738http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-the-outlook-for-global-trade/Craig BothamEquitiesGlobal Emerging MarketsCraig BothamChinaEconomicsEconomic viewsTalkingEconomics: The outlook for global tradeWe assess the outlook for global trade, and conclude that a China-driven slowdown will be only partially offset by Europe. Tailwinds are becoming harder to find.Thu, 03 Aug 2017 12:00:00 +0200equitiesglobalemergingmarketscraigbothamchinaeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/shore-crane-loading-containers-in-freight-ship.jpg512137http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-uk-employment-wages-and-interest-rates/Azad ZanganaUKAzad ZanganaInflationInterest RatesBoEMonetary PolicyGDPEconomicsLabour marketEconomic viewsTalkingEconomics: The UK wage puzzle continuesWhile employment is at a record high, wage growth remains anaemic. We forecast the Bank of England to keep interest rates on hold.Wed, 02 Aug 2017 12:00:00 +0200ukazadzanganainflationinterestratesboemonetarypolicygdpeconomicslabourmarketeconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/bank-of-england.jpg512194http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-low-inflation-harries-hawks-keeping-the-fed-cautious/Keith WadeGlobalKeith WadeUS Monetary PolicyFederal ReserveInflationMonetary PolicyEconomicsEconomic viewsTalkingEconomics: Central bank hawks, low inflation and balance sheet reductionLow inflation is harrying the hawks, and is keeping the Fed cautious as it looks to reduce its balance sheet. Wed, 02 Aug 2017 12:00:00 +0200globalkeithwadeusmonetarypolicyfederalreserveinflationmonetarypolicyeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/chrysler-building-new-york-usa.jpg511172http://www.schroders.com/en/lu/professional-investor/insights/economics/eurozone-growth-goes-from-strength-to-strength/Azad ZanganaEurope ex UKAzad ZanganaECBInflationGrowthInterest RatesQuantitative EasingMonetary PolicyGDPEconomicsEconomic viewsEurozone growth goes from strength to strengthReal GDP accelerates as ECB mulls tapering QE.Tue, 01 Aug 2017 11:45:00 +0200europeexukazadzanganaecbinflationgrowthinterestratesquantitativeeasingmonetarypolicygdpeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/old-prison-annecy-france.jpg510319http://www.schroders.com/en/lu/professional-investor/insights/economics/seven-year-asset-class-forecast-returns-2017/Craig BothamAlternativesCurrenciesEquitiesFixed IncomeCraig BothamInflationBondsCommoditiesGrowthSharesEconomicsEconomic viewsSeven-year asset class forecast returns: 2017Returns face further compression and investors seeking positive real returns would be advised to look at riskier assets: credit, equities and alternatives.Thu, 27 Jul 2017 15:00:00 +0200alternativescurrenciesequitiesfixedincomecraigbothaminflationbondscommoditiesgrowthshareseconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/market-ticker.jpg510227http://www.schroders.com/en/lu/professional-investor/insights/economics/fed-leaves-rates-unchanged-and-balance-sheet-reduction-is-coming-soon/Keith WadeUSKeith WadeUS Monetary PolicyFederal ReserveInflationInterest RatesEconomicsEconomic viewsFed leaves rates on hold and balance sheet reduction is coming soonThe combination of balance sheet reduction and low inflation suggests there may not be another rate hike in 2017.Thu, 27 Jul 2017 13:00:00 +0200uskeithwadeusmonetarypolicyfederalreserveinflationinterestrateseconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/federal-reserve-bank-of-new-york-building.jpg509872http://www.schroders.com/en/lu/professional-investor/insights/economics/uk-gdp-growth-remains-sluggish/Azad ZanganaUKAzad ZanganaGrowthInterest RatesBoEMonetary PolicyGDPEconomicsEconomic viewsUK GDP growth remains sluggishOngoing imbalances, the squeeze on households and weak growth should stop the Bank of England from hiking rates.Wed, 26 Jul 2017 11:00:00 +0200ukazadzanganagrowthinterestratesboemonetarypolicygdpeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/london-city-skyline-at-river-thames.jpg507573http://www.schroders.com/en/lu/professional-investor/insights/economics/surprise-fall-in-uk-inflation-makes-an-interest-rate-rise-unlikely/Azad ZanganaUKAzad ZanganaInflationInterest RatesMonetary PolicyEconomicsEconomic viewsSurprise fall in UK inflation makes an interest rate rise unlikelyThe figures show further signs of the squeeze on household budgets. We continue to expect the Bank of England to keep interest rates steady until 2019.Tue, 18 Jul 2017 11:00:00 +0200ukazadzanganainflationinterestratesmonetarypolicyeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/oxford-street-london-shopping.jpg507227http://www.schroders.com/en/lu/professional-investor/insights/economics/chinese-growth-beats-forecasts-but-looks-set-to-slow/Craig BothamGlobal Emerging MarketsCraig BothamGrowthEconomicsEconomic viewsChinese growth beats forecasts but looks set to slowChina’s economy grew faster than expected in Q2 but we still expect credit tightening to lead to a slowdown in the second half of the year.Mon, 17 Jul 2017 10:00:00 +0200globalemergingmarketscraigbothamgrowtheconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/china-shanghai-highway-to-a-modern-city.jpg507008http://www.schroders.com/en/lu/professional-investor/insights/economics/the-story-of-the-global-economy-in-pictures---july-2017/Azad ZanganaCraig BothamKeith WadeGlobalAzad ZanganaCraig BothamKeith WadeOil PricesMonetary PolicyEconomicsEconomic viewsThe story of the global economy in pictures - July 2017In this month's infographic, we take a look at the market's rise so far in 2017 and ask if there are signs of investor complacency. Fri, 14 Jul 2017 12:00:00 +0200globalazadzanganacraigbothamkeithwadeoilpricesmonetarypolicyeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg506001http://www.schroders.com/en/lu/professional-investor/insights/economics/why-interest-rates-predictions-have-suddenly-shifted/Andrew OxladeUKAzad ZanganaInflationInterest RatesBoEMonetary PolicyEconomicsAndrew OxladeWhy interest rates predictions have suddenly shiftedThe market forecast for the first rise in UK interest rates has moved closer. We explain why.Mon, 10 Jul 2017 09:58:00 +0200ukazadzanganainflationinterestratesboemonetarypolicyeconomicsandrewoxladehttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/bank-of-england-royal-exchange-at-night.jpg504027http://www.schroders.com/en/lu/professional-investor/insights/economics/how-impeachment-uncertainty-could-affect-us-policy-and-markets/Keith WadeCraig BothamUSCraig BothamKeith WadeInflationGrowthEconomics2016 US Presidential Election Economic viewsHow impeachment uncertainty could affect US policy and marketsAs talk of impeachment continues in the US, we assess the chances of this happening, the outlook for President Trump’s policy agenda, and the potential impact on markets.Wed, 05 Jul 2017 09:50:00 +0200uscraigbothamkeithwadeinflationgrowtheconomicsuspresidentialelection2016economicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/united-states-capital-building.jpg503866http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-global-liquidity-and-emerging-markets/Craig BothamGlobal Emerging MarketsCraig BothamGrowthInterest RatesVolatilityMonetary PolicyEconomic viewsEmerging MarketsTalkingEconomics: Global liquidity and emerging marketsEmerging markets have benefited from an extremely accommodative environment but global liquidity conditions are becoming less easy than they used to be. We look at where the vulnerabilities may lie.
Tue, 04 Jul 2017 14:00:00 +0200globalemergingmarketscraigbothamgrowthinterestratesvolatilitymonetarypolicyeconomicviewsemergingmarketshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/cargo-ship.jpg503756http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-are-investors-complacent/Keith WadeAzad ZanganaAzad ZanganaKeith WadeFederal ReserveECBGlobal EconomyBoEVolatilityMonetary PolicyEconomicsEconomic viewsTalkingEconomics: Are investors complacent?Our economics team review market performance year-to-date, consider whether we have seen the end of the "Trump trade" and ask if investors have become complacent. Tue, 04 Jul 2017 10:00:00 +0200azadzanganakeithwadefederalreserveecbglobaleconomyboevolatilitymonetarypolicyeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/bull-fighting-bear-lights.jpg501300http://www.schroders.com/en/lu/professional-investor/insights/economics/where-next-for-the-global-economy/Keith WadeGlobalKeith WadeFederal ReserveInflationGlobal EconomyGrowthInterest RatesBoEMonetary PolicyEconomicsBrexit2016 US Presidential Election Economic viewsWhere next for the global economy?Keith Wade gives a mid-year overview of the global economic outlook. Topics include fading political risk in the eurozone, challenges posed by Brexit, prospects for the “Trump trade” and a discussion of current low market volatility. Mon, 26 Jun 2017 12:00:00 +0200globalkeithwadefederalreserveinflationglobaleconomygrowthinterestratesboemonetarypolicyeconomicsbrexituspresidentialelection2016economicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/united-flags.jpg499944http://www.schroders.com/en/lu/professional-investor/insights/economics/the-story-of-the-global-economy-in-pictures---june-2017/Keith WadeAzad ZanganaCraig BothamGlobal Emerging MarketsEurope ex UKGlobalUSAzad ZanganaCraig BothamKeith WadeGrowthGDPEconomic viewsThe story of the global economy in pictures - June 2017In this month's infographic we look at the factors keeping global growth for 2017 on the right track and the risks that could derail it.Mon, 19 Jun 2017 11:00:00 +0200globalemergingmarketseuropeexukglobalusazadzanganacraigbothamkeithwadegrowthgdpeconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg499714http://www.schroders.com/en/lu/professional-investor/insights/economics/russian-central-bank-cuts-rates-but-alters-tone/Craig BothamGlobal Emerging MarketsCraig BothamInflationGrowthInterest RatesMonetary PolicyRussiaGDPEconomicsEconomic viewsRussian central bank cuts rates but alters toneThe Russian central bank cut its headline interest rate by 25bps, in line with expectations, but changed its outlook for the pace of future easing.Fri, 16 Jun 2017 01:00:00 +0200globalemergingmarketscraigbothaminflationgrowthinterestratesmonetarypolicyrussiagdpeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/russia-buildings.jpg498864http://www.schroders.com/en/lu/professional-investor/insights/economics/us-raises-rates/Keith WadeUSKeith WadeUS Monetary PolicyFederal ReserveInflationInterest RatesMonetary PolicyEconomicsEconomic viewsAnother Fed hike, but how many more to come?Following the latest interest rate rise in the US, we expect a further one in September and balance sheet reduction to kick in around the turn of the year.Thu, 15 Jun 2017 09:30:00 +0200uskeithwadeusmonetarypolicyfederalreserveinflationinterestratesmonetarypolicyeconomicseconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/hero-images/us-new-yeork-manhattan-winter-traffic.jpg498555http://www.schroders.com/en/lu/professional-investor/insights/economics/the-impact-of-presidential-impeachment-on-markets/Craig BothamEquitiesFixed IncomeGlobalVolatilityCraig BothamEconomic viewsThe impact of presidential impeachment on marketsCraig Botham looks at historical examples of presidential impeachments to assess the impact on equity and bond markets. Tue, 13 Jun 2017 16:00:00 +0200equitiesfixedincomeglobalvolatilitycraigbothameconomicviewshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/courtroom.jpg496547http://www.schroders.com/en/lu/professional-investor/insights/economics/soft-us-payrolls-but-rates-still-expected-to-rise-in-june/Keith WadeUSKeith WadeUS Monetary PolicyFederal ReserveInflationGrowthEconomicsSoft US payrolls, but rates still expected to rise in JuneAny additional rate hikes later this year will be dependent on growth and wages accelerating.Fri, 02 Jun 2017 17:00:00 +0200uskeithwadeusmonetarypolicyfederalreserveinflationgrowtheconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/federal-reserve-bank-of-new-york-building.jpg496486http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-global-forecast-update---political-risks-fade-macro-risks-return/Keith WadeGlobalKeith WadeFederal ReserveInflationGrowthInterest RatesQuantitative EasingGDPEconomicsTalkingEconomics: Global forecast update - political risks fade, macro risks returnThe global recovery remains intact and political risks have eased, but more traditional macroeconomic concerns return to the fore.Fri, 02 Jun 2017 14:00:00 +0200globalkeithwadefederalreserveinflationgrowthinterestratesquantitativeeasinggdpeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/crystal-ball.jpg496402http://www.schroders.com/en/lu/professional-investor/insights/economics/european-forecast-update-from-strength-to-strength/Azad ZanganaEurope ex UKUKAzad ZanganaECBInflationGrowthInterest RatesEconomicsFrench presidential election 2017TalkingEconomics: European forecast update - from strength to strengthThe eurozone continues to outperform expectations, although UK growth has slowed as expected. Fri, 02 Jun 2017 13:00:00 +0200europeexukukazadzanganaecbinflationgrowthinterestrateseconomicsfrenchpresidentialelection2017http://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/barometer.jpg496452http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-emerging-market-forecast-update---diverging-fortunes/Craig BothamGlobal Emerging MarketsCraig BothamInflationInterest RatesBrazilIndiaRussiaChinaGDPTalkingEconomics: Emerging markets forecast update - diverging fortunesWe have downgraded most of the BRIC economies as idiosyncratic stories deteriorate. China escapes unscathed, with a slowdown still expected later this year after a strong first quarter, as tighter policy bites.Fri, 02 Jun 2017 02:00:00 +0200globalemergingmarketscraigbothaminflationinterestratesbrazilindiarussiachinagdphttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/brazil-favela.jpg496052http://www.schroders.com/en/lu/professional-investor/insights/economics/disappointing-eurozone-inflation-highlights-downside-risks/Azad ZanganaEurope ex UKAzad ZanganaECBInflationQuantitative EasingMonetary PolicyEconomicsDisappointing eurozone inflation highlights downside risksWe continue to think the ECB will prolong quantitative easing.Wed, 31 May 2017 13:00:00 +0200europeexukazadzanganaecbinflationquantitativeeasingmonetarypolicyeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/ecb-ezb-european-central-bank-frankfurt-dusk.jpg494897http://www.schroders.com/en/lu/professional-investor/insights/economics/uk-growth-downgrade-highlights-households-challenge/Azad ZanganaUKAzad ZanganaInflationGrowthBoEUK growth downgrade highlights households’ challengeThe Office for National Statistics downwardly revised first quarter GDP growth in the UK amid figures that show pay growth lagging inflation.Thu, 25 May 2017 01:00:00 +0200ukazadzanganainflationgrowthboehttp://www.schroders.com/en/sysglobalassets/digital/insights/images/uk-high-street-scene.jpg494462http://www.schroders.com/en/lu/professional-investor/insights/economics/china-downgrade-to-weigh-on-investor-sentiment/Craig BothamGlobal Emerging MarketsCraig BothamBondsChinaChina downgrade to weigh on investor sentimentThe impact on investor sentiment of the downgrade of China’s credit rating could be far greater than its economic impact.Wed, 24 May 2017 15:00:00 +0200globalemergingmarketscraigbothambondschinahttp://www.schroders.com/en/sysglobalassets/digital/insights/images/china-shanghai-skyline.jpg493191http://www.schroders.com/en/lu/professional-investor/insights/economics/brazilian-market-faces-temer-tantrum/Craig BothamGlobal Emerging MarketsCraig BothamGrowthBrazilEconomicsBrazilian market faces Temer tantrumAllegations of corruption against Brazil’s president could have implications for economic recovery and may alter the outlook for the 2018 presidential election. Thu, 18 May 2017 13:00:00 +0200globalemergingmarketscraigbothamgrowthbrazileconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/rio-de-janeiro-birds-eye-view.jpg492609http://www.schroders.com/en/lu/professional-investor/insights/economics/uk-inflation-continues-to-rise/Azad ZanganaUKAzad ZanganaInflationGrowthBoEEconomicsConsumers under pressure as UK inflation continues to riseHouseholds are likely to cut back spending as they feel the squeeze.Tue, 16 May 2017 13:00:00 +0200ukazadzanganainflationgrowthboeeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/airplane-taking-off.jpg491801http://www.schroders.com/en/lu/professional-investor/insights/economics/the-story-of-the-global-economy-in-pictures---may-2017/Keith WadeAzad ZanganaCraig BothamGlobalAzad ZanganaCraig BothamKeith WadeInfographicEconomicsBrexit2016 US Presidential Election The story of the global economy in pictures - May 2017In this month's infographic we look at whether dollar strength has reached a turning point, how the UK election offers hope for a softer Brexit and the political turmoil in South Africa.Fri, 12 May 2017 18:00:00 +0200globalazadzanganacraigbothamkeithwadeinfographiceconomicsbrexituspresidentialelection2016http://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg488577http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-has-the-dollar-turned/Keith WadeCurrenciesUSKeith WadeUS Monetary PolicyFederal ReserveEconomicsTalkingEconomics: Has the dollar turned?Amid signs that the US dollar is dragging on US activity we believe that the path is open to a weaker currency. President Donald Trump would welcome dollar depreciation as would the emerging markets, but such a development could be problematic for the European Central Bank (ECB) and Bank of Japan (BoJ). Wed, 03 May 2017 13:00:00 +0200currenciesuskeithwadeusmonetarypolicyfederalreserveeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/american-flag-us-port-container-ship-symbols-economy-industry-pride.jpg488657http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-snap-uk-election-offers-hope-for-a-softer-brexit/Azad ZanganaUKAzad ZanganaInflationGrowthEconomicsBrexitUK electionTalkingEconomics: Snap UK election offers hope for a softer BrexitPrime Minister Theresa May’s surprise announcement that there will be an election on 8 June has been cheered by investors. The economy is on the verge of slowing, making holding the election more urgent for the government.Wed, 03 May 2017 13:00:00 +0200ukazadzanganainflationgrowtheconomicsbrexitukelectionhttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/downing-street-london-home-prime-minister.jpg488622http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-deja-vu-in-south-africa/Craig BothamGlobal Emerging MarketsCraig BothamEconomicsTalkingEconomics: Déjà vu in South AfricaThe firing of South Africa’s well-respected finance minister by President Jacob Zuma could prove a painful mistake in an economy already struggling to generate momentum.Wed, 03 May 2017 12:00:00 +0200globalemergingmarketscraigbothameconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/hero-images/south-african-parliament-building-cape-town.jpg487386http://www.schroders.com/en/lu/professional-investor/insights/economics/us-gdp---better-than-the-headline-figure-suggests/Keith WadeKeith WadeInflationGrowthGDPEconomicsUS GDP - better than the headline figure suggestsThe latest data points to slowing momentum although the underlying picture seems more encouraging.Fri, 28 Apr 2017 16:00:00 +0200keithwadeinflationgrowthgdpeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/us-new-york-times-square-summer.jpg487304http://www.schroders.com/en/lu/professional-investor/insights/economics/russian-central-bank-steps-up-the-pace/Craig BothamGlobal Emerging MarketsCraig BothamInflationInterest RatesRussiaEconomicsRussian central bank steps up the paceToday’s interest rate cut is larger than expected but likely to have limited impact on the strength of the rouble.Fri, 28 Apr 2017 15:00:00 +0200globalemergingmarketscraigbothaminflationinterestratesrussiaeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/russia-buildings.jpg487211http://www.schroders.com/en/lu/professional-investor/insights/economics/uk-gdp-growth-more-than-halves/Azad ZanganaUKAzad ZanganaGrowthBoEGDPEconomicsUK GDP growth more than halvesHigher inflation pushes households to cut back spending.Fri, 28 Apr 2017 12:00:00 +0200ukazadzanganagrowthboegdpeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/services-paying-for-coffee.jpg486432http://www.schroders.com/en/lu/professional-investor/insights/economics/the-case-for-ending-negative-rates-early/Huw van SteenisEurope ex UKUSUS Monetary PolicyFederal ReserveECBInterest RatesQuantitative EasingMonetary PolicyGermanyHuw van SteenisThe case for ending negative rates earlyReversing negative interest rates would correct a policy mistake.Tue, 25 Apr 2017 11:00:00 +0200europeexukususmonetarypolicyfederalreserveecbinterestratesquantitativeeasingmonetarypolicygermanyhuwvansteenishttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/frankfurt-ecb-building-eisernersteg.jpg486236http://www.schroders.com/en/lu/professional-investor/insights/economics/investors-buoyed-as-macron-edges-le-pen-in-french-election/Azad ZanganaEquitiesEurope ex UKAzad ZanganaEconomicsInvestors buoyed as Macron edges Le Pen in French electionEmmanuel Macron’s small lead ahead of the presidential run-off makes him favourite to become France’s next President.Mon, 24 Apr 2017 11:00:00 +0200equitieseuropeexukazadzanganaeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/france-paris-ladefense-in-sunset-time.jpg485693http://www.schroders.com/en/lu/professional-investor/insights/economics/the-story-of-the-global-economy-in-pictures---april-2017/Keith WadeAzad ZanganaCraig BothamGlobalAzad ZanganaCraig BothamKeith WadeInfographicEconomicsThe story of the global economy in pictures - April 2017In this month's infographic our economists look at whether populism is good for markets, how political risk is shifting to France and why emerging markets are rallying.Wed, 19 Apr 2017 01:00:00 +0200globalazadzanganacraigbothamkeithwadeinfographiceconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg485400http://www.schroders.com/en/lu/professional-investor/insights/economics/shock-uk-election-call-could-strengthen-mays-brexit-hand/Keith WadeDavid DochertyEquitiesUKKeith WadeEconomicsBrexitDavid DochertyUK electionShock UK election call could strengthen May's Brexit handUK Prime Minister Theresa May’s call for a snap general election could bolster her negotiating position with the EU and within her own party. This may potentially lead to a "softer" Brexit. Tue, 18 Apr 2017 16:00:00 +0200equitiesukkeithwadeeconomicsbrexitdaviddochertyukelectionhttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/london_parliament_2016.jpg484034http://www.schroders.com/en/lu/professional-investor/insights/economics/brazil-slashes-rates-to-boost-flagging-economy/Craig BothamGlobal Emerging MarketsCraig BothamInterest RatesMonetary PolicyBrazilBrazil slashes rates to boost flagging economyA drastic fall in inflation over the past year has led to the Brazilian central bank accelerating its easing. Further cutting is likely to follow in May.Thu, 13 Apr 2017 11:00:00 +0200globalemergingmarketscraigbothaminterestratesmonetarypolicybrazilhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/hero-images/brazil-rio-yellow-train.jpg483080http://www.schroders.com/en/lu/professional-investor/insights/economics/us-payrolls-headline-here/Keith WadeKeith WadeUS Monetary PolicyAmericasEconomicsSlower US payrolls likely a one-off as weather casts cloud on dataAlthough latest job data from the US is weaker than expected, it is likely to bounce back next month rather than mark the start of a downturn.Fri, 07 Apr 2017 17:00:00 +0200keithwadeusmonetarypolicyamericaseconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/worker-grinding-steel-by-electric-grinding-machine.jpg482035http://www.schroders.com/en/lu/professional-investor/insights/economics/is-populism-good-for-markets/Keith WadeAzad ZanganaCraig BothamAzad ZanganaCraig BothamKeith WadeECBInflationGrowthEconomicsBrexitTalkingEconomics: Is populism good for markets?In this monthly summary of our views on the global economy, we discuss the impact of populist policies on markets, political risk in France and the recent upswing in global trade. Mon, 03 Apr 2017 17:00:00 +0200azadzanganacraigbothamkeithwadeecbinflationgrowtheconomicsbrexithttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/market-ticker.jpg481577http://www.schroders.com/en/lu/professional-investor/insights/economics/eurozone-inflation-falls-further-than-expected/Azad ZanganaEurozone inflation falls further than expectedBigger than expected drop marks the peak in eurozone inflation and should calm ECB hawks.Fri, 31 Mar 2017 12:00:00 +0200http://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/ecb-ezb-european-central-bank-frankfurt-dusk.jpg480985http://www.schroders.com/en/lu/professional-investor/insights/economics/article-50-whats-next-for-investors/Azad ZanganaKeith WadeUKAzad ZanganaKeith WadeBrexitArticle 50: what’s next for investors?On the day the UK prime minister triggered Article 50, beginning a two-year process that will see the country leave the EU, we find out from our economists what they expect now for the UK economy.Wed, 29 Mar 2017 01:00:00 +0200ukazadzanganakeithwadebrexithttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/london-city-skyline-at-river-thames.jpg476173http://www.schroders.com/en/lu/professional-investor/insights/economics/political-pressures-risk-economic-fissures/Keith WadeEurope ex UKUKUSKeith WadeGrowthBrexitPolitical pressures risk economic fissuresPolitical regime change, both realised and potential, could lead to some real obstacles for trade and economic progress in the US, Europe and the UK. Thu, 23 Mar 2017 17:00:00 +0100europeexukukuskeithwadegrowthbrexithttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/desert-landscape-with-bumpy-road.jpg476091http://www.schroders.com/en/lu/professional-investor/insights/economics/inflation-on-the-rise-this-chart-shows-the-damage-it-could-do/Ben ArnoldUKInflationEconomicsBen ArnoldInflation on the rise? This chart shows the damage it could doUK inflation hits its highest level in almost three and a half years. We look at the damage inflation can inflict on your money and investments.Thu, 23 Mar 2017 01:00:00 +0100ukinflationeconomicsbenarnoldhttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/women-shopping-supermarket.jpg475596http://www.schroders.com/en/lu/professional-investor/insights/economics/uk-inflation-jumps-more-than-expected/Azad ZanganaUKAzad ZanganaUK inflation jumps more than expectedThe impact from the fall in the pound has started to feed through to import price inflation, but we expect the Bank of England (BoE) to hold fire on raising interest rates.Tue, 21 Mar 2017 14:00:00 +0100ukazadzanganahttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/oxford-street-london-shopping.jpg475467http://www.schroders.com/en/lu/professional-investor/insights/economics/the-story-of-the-global-economy-in-pictures-march-2017/Keith WadeAzad ZanganaCraig BothamGlobalAzad ZanganaCraig BothamKeith WadeInfographicEconomicsThe story of the global economy in pictures - March 2017This month's infographic illustrates why we think the global economy still has hurdles to overcome despite a good start to 2017.Mon, 20 Mar 2017 17:00:00 +0100globalazadzanganacraigbothamkeithwadeinfographiceconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg474951http://www.schroders.com/en/lu/professional-investor/insights/economics/dovish-rate-rise-from-the-fed-sparks-positive-market-reaction/Keith WadeJapanUKUSKeith WadeFederal ReserveInterest RatesBoEMonetary PolicyDovish rate rise from the Fed while BoE and BoJ stand patGlobal central bank roundup: while the Federal Reserve moves towards normalisation of interest rates, it appears to remain a remote prospect for Japan and the UK.Thu, 16 Mar 2017 15:00:00 +0100japanukuskeithwadefederalreserveinterestratesboemonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/federal-reserve-bank-of-new-york-building.jpg472129http://www.schroders.com/en/lu/professional-investor/insights/economics/30-year-asset-class-returns-forecast-2017-update/Craig BothamEquitiesFixed IncomeReal EstateAsia ex JapanGlobal Emerging MarketsEurope ex UKGlobalJapanUKCraig BothamSharesEconomicsAsset AllocationDeveloped Markets30-year asset class returns forecast: 2017 updateThe Schroders Economics Group provides its annual update of its 30-year return forecasts for a range of asset classes. Equities remain the asset class offering the greatest potential for returns. Wed, 08 Mar 2017 12:00:00 +0100equitiesfixedincomerealestateasiaexjapanglobalemergingmarketseuropeexukglobaljapanukcraigbothamshareseconomicsassetallocationdevelopedmarketshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/telescope.jpg471875http://www.schroders.com/en/lu/professional-investor/insights/economics/fed-given-some-slack-by-confident-markets/Keith WadeFed given some slack by confident marketsWith markets seemingly relaxed in the face of a March US rate hike, the Fed may be emboldened into more rate rises later this year. Tue, 07 Mar 2017 16:00:00 +0100http://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/barometer.jpg471144http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-world-economic-recovery-faces-inflation-headwind/Keith WadeAzad ZanganaCraig BothamGlobal Emerging MarketsEurope ex UKUKAzad ZanganaCraig BothamKeith WadeInflationGrowthMonetary PolicyBrazilIndiaRussiaChinaGDPEconomicsTalkingEconomics: World economic recovery faces inflation headwindIn the monthly summary of our views on the global economy we highlight the growing threat inflation poses.Fri, 03 Mar 2017 15:00:00 +0100globalemergingmarketseuropeexukukazadzanganacraigbothamkeithwadeinflationgrowthmonetarypolicybrazilindiarussiachinagdpeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/hot-air-balloon-inflated-taking-off.jpg470168http://www.schroders.com/en/lu/professional-investor/insights/economics/focus-turns-to-the-fed-after-few-policy-clues-from-trump/Keith WadeUSKeith WadeUS Monetary PolicyFederal ReserveInflationEconomics2016 US Presidential Election Focus turns to the Fed after few policy clues from TrumpTrump’s address to Congress was light on detail but his job creation plans pose inflationary risk, and Fed officials are already taking a more hawkish tone.Wed, 01 Mar 2017 13:00:00 +0100uskeithwadeusmonetarypolicyfederalreserveinflationeconomicsuspresidentialelection2016http://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/outlooks-2017/us-new-york-times-square-summer.jpg470014http://www.schroders.com/en/lu/professional-investor/insights/economics/india-shrugs-off-demonitisation-concerns-with-gdp-surprise/Craig BothamGlobal Emerging MarketsCraig BothamIndiaGDPEconomicsIndia shrugs off demonetisation concerns with GDP surpriseAlthough it is good news that latest GDP data has surpassed expectations, it might imply that the demonetisation policy has been a failure.Tue, 28 Feb 2017 17:00:00 +0100globalemergingmarketscraigbothamindiagdpeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/indian-elephant.jpg469968http://www.schroders.com/en/lu/professional-investor/insights/economics/how-exposed-is-the-japanese-economy-to-possible-us-trade-protectionism/Marcus JenningsJapanAbenomicsEconomicsMarcus JenningsHow exposed is the Japanese economy to possible US trade protectionism?Japan may appear less exposed than some other countries to US trade risks but it would still be affected by anti-globalisation measures.Tue, 28 Feb 2017 16:00:00 +0100japanabenomicseconomicsmarcusjenningshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/shore-crane-loading-containers-in-freight-ship.jpg468860http://www.schroders.com/en/lu/professional-investor/insights/economics/brazils-central-bank-cuts-and-might-accelerate-easing/Craig BothamGlobal Emerging MarketsCraig BothamMonetary PolicyBrazilBrazil's central bank cuts, and might accelerate easingFalling inflation expectations give scope for further rate cuts. Thu, 23 Feb 2017 11:00:00 +0100globalemergingmarketscraigbothammonetarypolicybrazilhttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/brazil-favela.jpg467753http://www.schroders.com/en/lu/professional-investor/insights/economics/the-story-of-the-global-economy-in-february-2017/Keith WadeAzad ZanganaCraig BothamGlobalAzad ZanganaCraig BothamKeith WadeInfographicEconomicsThe story of the global economy in February 2017In this month's economic infographic we illustrate the threat to global growth posed by rising inflation and Trump's "America first" policies, as well as political risk in Europe.Fri, 17 Feb 2017 11:00:00 +0100globalazadzanganacraigbothamkeithwadeinfographiceconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg465545http://www.schroders.com/en/lu/professional-investor/insights/economics/india-hits-pause-on-easing-cycle/Craig BothamCraig BothamInterest RatesIndiaEconomicsIndia hits pause on easing cycleThe Indian central bank’s decision to hold rates at 6.25% confounded market expectations of a cut, but was in line with our view following what seems like only a limited impact of demonetisation on growth.Wed, 08 Feb 2017 12:00:00 +0100craigbothaminterestratesindiaeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/india-sunset-at-chowpatty-beach.jpg464696http://www.schroders.com/en/lu/professional-investor/insights/economics/us-payrolls-top-forecasts-but-wage-growth-disappoints/Keith WadeUSKeith WadeUS Monetary PolicyFederal ReserveEconomicsLabour marketUS payrolls top forecasts but wage growth disappointsWe expect the Federal Reserve to refrain from raising rates until June as wage growth remains subdued.Fri, 03 Feb 2017 17:00:00 +0100uskeithwadeusmonetarypolicyfederalreserveeconomicslabourmarkethttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/us_new_york_skyline_sunset.jpg463748http://www.schroders.com/en/lu/professional-investor/insights/economics/eurozone-data-show-continued-improvement/Azad ZanganaEurope ex UKAzad ZanganaInflationGrowthEconomicsEurozone data show continued improvementGrowth, inflation and unemployment all heading in the right direction.Tue, 31 Jan 2017 14:00:00 +0100europeexukazadzanganainflationgrowtheconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/netherlands-amsterdam-bridge.jpg463864http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics----the-world-economy-shrugs-off-uncertaintyfor-now/Keith WadeAzad ZanganaCraig BothamGlobalAzad ZanganaCraig BothamKeith WadeInflationGrowthChinaEconomicsTalkingEconomics - The world economy shrugs off uncertainty… for nowConcerns about the impact of Brexit and President Donald Trump’s populist policies on growth have been swept aside and growth forecasts are now likely to be upgradedTue, 31 Jan 2017 13:00:00 +0100globalazadzanganacraigbothamkeithwadeinflationgrowthchinaeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/hot-air-balloon-inflated-taking-off.jpg463334http://www.schroders.com/en/lu/professional-investor/insights/economics/us-ended-2016-on-high-note-despite-the-gdp-figures/Keith WadeUSKeith WadeGDPEconomicsUS ended 2016 on high note (despite the GDP figures)US GDP growth cooled in Q4 but underlying trends remain solid. Fri, 27 Jan 2017 17:00:00 +0100uskeithwadegdpeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/oil-welding-man.jpg463081http://www.schroders.com/en/lu/professional-investor/insights/economics/uk-economy-ends-2016-on-a-strong-footing/Azad ZanganaUKAzad ZanganaInflationGDPUK economy ends 2016 on a strong footingFourth quarter GDP growth beats expectations and shows no signs of Brexit gloom.Thu, 26 Jan 2017 12:00:00 +0100ukazadzanganainflationgdphttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/waitress-making-coffee.jpg462144http://www.schroders.com/en/lu/professional-investor/insights/economics/five-things-i-learned-at-davos/Huw van SteenisGlobalEconomicsHuw van SteenisFive things I learned at DavosPopulism, automation, regime changes, future forecasting and long-term investing - Huw van Steenis, Global Head of Strategy, shares his perspectives from the 2017 World Economic Forum meeting.Mon, 23 Jan 2017 12:00:00 +0100globaleconomicshuwvansteenishttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/davos-switzerland-sno-covered-fir-trees.jpg461911http://www.schroders.com/en/lu/professional-investor/insights/economics/stronger-growth-in-china-has-its-downsides/Craig BothamCraig BothamChinaGDPEconomicsStronger growth in China has its downsidesChinese GDP growth was stronger in Q4, but there are few signs of the promised rebalancing of the economy. Fri, 20 Jan 2017 11:00:00 +0100craigbothamchinagdpeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/building-construction-china.jpg461851http://www.schroders.com/en/lu/professional-investor/insights/economics/the-story-of-the-global-economy-in-jan-2017/Keith WadeAzad ZanganaCraig BothamGlobalAzad ZanganaCraig BothamKeith WadeEconomicsThe story of the global economy in Jan 2017In this month's infographic our economics team reflect on 2016, a year in which the underdogs bit back. They look at what 2016 will be remembered for and the lessons learned, and then look ahead to 2017 and the issues that will likely dominate investors' minds.Fri, 20 Jan 2017 10:00:00 +0100globalazadzanganacraigbothamkeithwadeeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg461127http://www.schroders.com/en/lu/professional-investor/insights/economics/uk-inflation-jumps-as-sterling-fall-starts-to-be-felt/Azad ZanganaUKAzad ZanganaInflationEconomicsUK inflation jumps as sterling fall starts to be feltUK consumer price inflation hits its highest level for two and a half years.Tue, 17 Jan 2017 12:00:00 +0100ukazadzanganainflationeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/bank-of-england.jpg460446http://www.schroders.com/en/lu/professional-investor/insights/economics/weak-data-prompts-aggressive-brazilian-central-bank-cut/Craig BothamCraig BothamInterest RatesBrazilEconomicsWeak data prompts aggressive Brazilian central bank cutPreceded by lower-than-expected inflation earlier in the day, the decision by the Brazilian central bank to cut interest rates by 75 basis points (bps) instead of the 50 bps forecast was a surprise that had been a while in the making.Thu, 12 Jan 2017 12:00:00 +0100craigbothaminterestratesbrazileconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/brazil-sugar-loaf-mountain-cable-car.jpg458978http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics---2016-review-the-underdogs-bite-back/Keith WadeAzad ZanganaCraig BothamAzad ZanganaCraig BothamKeith WadeEconomicsTalkingEconomics - 2016 review: The underdogs bite backPolitical upheaval and the need for ongoing support from central banks dominated global economic headlines in 2016, but what lessons have we learnt and what can we expect in 2017?Wed, 04 Jan 2017 01:00:00 +0100azadzanganacraigbothamkeithwadeeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/flags.jpg455057http://www.schroders.com/en/lu/professional-investor/insights/economics/annual-economic-infographic-2016/Keith WadeAzad ZanganaCraig BothamGlobal Emerging MarketsAzad ZanganaCraig BothamKeith WadeInfographicEconomicsThe story of the global economy in 2016In this month's economic infographic we look back at a tumultuous 2016 which began with inflation worries and ended with geopolitical risks in Europe and the US.Wed, 21 Dec 2016 10:00:00 +0100globalemergingmarketsazadzanganacraigbothamkeithwadeinfographiceconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg456364http://www.schroders.com/en/lu/professional-investor/insights/economics/the-story-of-the-global-economy-in-december-2016/Keith WadeAzad ZanganaCraig BothamGlobal Emerging MarketsAzad ZanganaCraig BothamKeith WadeInflationGrowthInfographicEconomicsThe story of the global economy in December 2016In this month's infographic we investigate global growth and the risks presented by a Trump presidency, how higher inflation could dent European growth and why emerging markets continue to push onwards and upwards.Thu, 15 Dec 2016 16:00:00 +0100globalemergingmarketsazadzanganacraigbothamkeithwadeinflationgrowthinfographiceconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg455133http://www.schroders.com/en/lu/professional-investor/insights/economics/postcard-from-india-demonetisation-destabilises-growth-and-reforms/Craig BothamCraig BothamInflationGrowthIndiaEconomicsPostcard from India: Demonetisation destabilises growth and reformsIndia’s government still enjoys widespread support, but demonetisation poses a threat to growth in an economy reliant on cash for transactions.Fri, 09 Dec 2016 11:00:00 +0100craigbothaminflationgrowthindiaeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/calcutta-flower-market.jpg453572http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-europe-forecast-update---higher-inflation-to-dampen-growth/Schroders Economics TeamEurope ex UKUKEconomics Team SchrodersECBInflationQuantitative EasingBoEEconomicsTalkingEconomics: Europe forecast update - higher inflation to dampen growthWe have revised our eurozone growth expectations down slightly for 2017 but raised our forecast for 2018. Mon, 05 Dec 2016 17:00:00 +0100europeexukukeconomicsteamschrodersecbinflationquantitativeeasingboeeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/ecb-ezb-european-central-bank-frankfurt-dusk.jpg453537http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-global-forecast-update---growth-and-risks-rise-under-trump/Schroders Economics TeamEconomics Team SchrodersUS Monetary PolicyFederal ReserveInflationGrowthEconomicsTalkingEconomics: Global forecast update - growth and risks rise under TrumpWe have upgraded global growth for the first time in nearly two years. Better near-term activity plus a more favourable outlook for the US, UK and emerging markets are behind the move.Mon, 05 Dec 2016 16:00:00 +0100economicsteamschrodersusmonetarypolicyfederalreserveinflationgrowtheconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/american-flags-945x470.jpg453382http://www.schroders.com/en/lu/professional-investor/insights/economics/renzis-resignation-will-hurt-italys-long-term-outlook/Azad ZanganaAzad ZanganaECBGrowthEconomicsRenzi's resignation will hurt Italy's long-term outlookReferendum defeat leaves Renzi no choice but to resign and increases pressure on the ECB to maintain stimulus.Mon, 05 Dec 2016 13:00:00 +0100azadzanganaecbgrowtheconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/italy-rome-vespa-scooter.jpg453616http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-em-forecast-update---chimerican-stimulus-pushes-em-onwards/Schroders Economics TeamEconomics Team SchrodersBrazilIndiaRussiaChinaEconomicsTalkingEconomics: EM forecast update - Chimerican stimulus pushes EM onwardsDowngrades to three of the BRICs are offset overall by an upgrade to China’s growth. More broadly emerging market growth should also benefit from greater US stimulus, assuming we avoid an all-out trade war.Mon, 05 Dec 2016 01:00:00 +0100economicsteamschrodersbrazilindiarussiachinaeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/chinese-lanterns.jpg452986http://www.schroders.com/en/lu/professional-investor/insights/economics/employment-report-seals-december-rate-rise-in-the-us/Keith WadeUSKeith WadeUS Monetary PolicyFederal ReserveInterest RatesEmployment report seals December rate rise in the USThe Fed looks poised to raise interest rates as the US approaches full employment.Fri, 02 Dec 2016 17:00:00 +0100uskeithwadeusmonetarypolicyfederalreserveinterestrateshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/federal-reserve.jpg450221http://www.schroders.com/en/lu/professional-investor/insights/economics/autumn-statement-brexit-forces-extra-government-borrowing/Azad ZanganaUKAzad ZanganaInflationGrowthGDPBrexitAutumn StatementAutumn Statement: Brexit forces extra government borrowingUK Chancellor Hammond’s fiscal slippage does not constitute a “reset of fiscal policy”.Thu, 24 Nov 2016 14:00:00 +0100ukazadzanganainflationgrowthgdpbrexitautumnstatementhttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/london-2016.jpg449217http://www.schroders.com/en/lu/professional-investor/insights/economics/trumps-25-million-jobs-aim-spells-inflation/Keith WadeUSKeith WadeInflation2016 US Presidential Election Trump's 25 million jobs aim spells inflationThe ambitious nature of some of Donald Trump's stated targets shows how constrained the US economy is at this stage of the cycle. Mon, 21 Nov 2016 17:00:00 +0100uskeithwadeinflationuspresidentialelection2016http://www.schroders.com/en/sysglobalassets/digital/insights/images/workers-welding.jpg448556http://www.schroders.com/en/lu/professional-investor/insights/economics/november-2016-economic-infographic/Keith WadeAzad ZanganaCraig BothamGlobal Emerging MarketsAzad ZanganaCraig BothamKeith WadeInflationGDPInfographicEconomicsNovember 2016 Economic InfographicIn this month's infographic our economists investigate globalisation and ask is it in crisis? They look at whether China's problems are building and if deflation or inflation should be of greater concern to investors.Thu, 17 Nov 2016 13:00:00 +0100globalemergingmarketsazadzanganacraigbothamkeithwadeinflationgdpinfographiceconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg446309http://www.schroders.com/en/lu/professional-investor/insights/economics/trump-victory-after-initial-boost-weaker-growth-and-higher-inflation-likely/Keith WadeUSKeith WadeUS Monetary PolicyGlobal EconomyGrowth2016 US Presidential Election Trump victory: after initial boost, weaker growth and higher inflation likelyDonald Trump's victory in the US presidential election could lead to trade wars, with tariffs likely to rise.Wed, 09 Nov 2016 09:00:00 +0100uskeithwadeusmonetarypolicyglobaleconomygrowthuspresidentialelection2016http://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/us-flag-with-microphone-in-foreground.jpg445549http://www.schroders.com/en/lu/professional-investor/insights/economics/us-payrolls-point-to-a-december-rate-rise-but-much-rests-on-presidential-election/Keith WadeUSKeith WadeEconomicsUS payrolls point to a December rate rise, but much rests on presidential electionSigns of rising wages support the case for a US rate rise this year. Fri, 04 Nov 2016 17:00:00 +0100uskeithwadeeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/sgis/construction-workers945x470.jpg444790http://www.schroders.com/en/lu/professional-investor/insights/economics/bank-of-england-keeps-policy-unchanged/Azad ZanganaAzad ZanganaInterest RatesBoEEconomicsBrexitBank of England keeps policy unchangedConcerns over inflation force a more hawkish tone.Thu, 03 Nov 2016 18:00:00 +0100azadzanganainterestratesboeeconomicsbrexithttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/bank-of-england.jpg444629http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-globalisation-in-crisis/Schroders Economics TeamGlobal EconomyGDPEconomicsLabour marketTalkingEconomics: Globalisation in crisisHaving championed free trade, labour and capital flows the International Monetary Fund (IMF) and World Bank find themselves fighting against a wave of protectionism and moves to curb immigration.Thu, 03 Nov 2016 12:00:00 +0100globaleconomygdpeconomicslabourmarkethttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/global-equities-outlook-2016.jpg444662http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-europe---could-higher-inflation-curtail-central-banks-stimuli/Schroders Economics TeamECBInflationInterest RatesQuantitative EasingBoEEconomicsTalkingEconomics: Europe - could higher inflation curtail central banks' stimuli?After years of deflationary dynamics, energy inflation is set to lift European and UK inflation significantly over the next few months. However, the energy effects will only be temporary and will have a deflationary impact in the medium term. Thu, 03 Nov 2016 12:00:00 +0100ecbinflationinterestratesquantitativeeasingboeeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/ecb-ezb-european-central-bank-frankfurt-dusk.jpg445299http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-china---problems-build-behind-the-dam-of-growth/Schroders Economics TeamMonetary PolicyChinaGDPEconomicsTalkingEconomics: China - problems build behind the dam of growthChina’s growth is stable but all the old problems remain, with renewed and persistent renminbi (RMB) weakness beginning to nudge complacent investors back into mild concern. More government stimulus will be needed – and delivered – in 2017, but we expect severe problems before the decade is out.Thu, 03 Nov 2016 12:00:00 +0100monetarypolicychinagdpeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/china-temple-2016.jpg444593http://www.schroders.com/en/lu/professional-investor/insights/economics/postcard-from...china/Craig BothamCraig BothamChinaEconomicsPostcard from...ChinaA look around China's industrial heartlands shows that not much has changed on the ground. Thu, 03 Nov 2016 10:00:00 +0100craigbothamchinaeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/china-hangzhou-west-lake.jpg444277http://www.schroders.com/en/lu/professional-investor/insights/economics/why-central-banks-need-some-friction-in-their-models/Huw van SteenisGlobalBanksWhy central banks need some friction in their modelsCentral bankers have overlooked the adverse impact of negative rates, says Huw van Steenis, Global Head of StrategyWed, 02 Nov 2016 16:00:00 +0100globalbankshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/set-of-gears-turning.jpg443764http://www.schroders.com/en/lu/professional-investor/insights/economics/eurozone-growth-and-inflation-remain-steady/Azad ZanganaEurope ex UKAzad ZanganaInflationGDPEurozone growth and inflation remain steadyBoth are expected to rise in the fourth quarter, potentially creating a conundrum for the European Central Bank. Mon, 31 Oct 2016 13:00:00 +0100europeexukazadzanganainflationgdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/frankfurt-germany945x470.jpg441588http://www.schroders.com/en/lu/professional-investor/insights/economics/can-the-financial-misery-index-predict-the-next-us-president/David BrettUSDavid Brett2016 US Presidential Election Can the financial ‘misery index’ predict the next US president?The “misery index” is a gauge of the health of the economy. It also appears to have a remarkable record of predicting who the next US president will be, but what is it telling us now?Thu, 20 Oct 2016 19:00:00 +0200usdavidbrettuspresidentialelection2016http://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/us-election-2016-boxing-gloves.jpg441556http://www.schroders.com/en/lu/professional-investor/insights/economics/brazil-cuts-rates-with-further-easing-likely/Craig BothamGlobal Emerging MarketsCraig BothamInflationInterest RatesMonetary PolicyBrazilBrazil cuts rates with further easing likelyLingering concerns over inflation constrain more aggressive cuts for now.Thu, 20 Oct 2016 11:00:00 +0200globalemergingmarketscraigbothaminflationinterestratesmonetarypolicybrazilhttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/brazil-rio-night-time.jpg441213http://www.schroders.com/en/lu/professional-investor/insights/economics/stable-growth-for-china-as-long-term-costs-mount/Craig BothamCraig BothamChinaGDPEconomicsStable growth for China as long term costs mountChinese GDP growth was in line with expectations but is there a slowdown ahead? Wed, 19 Oct 2016 10:00:00 +0200craigbothamchinagdpeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/shanghai-china-skyline-at-dusk.jpg441033http://www.schroders.com/en/lu/professional-investor/insights/economics/october-2016-economic-infographic/Keith WadeAzad ZanganaCraig BothamGlobal Emerging MarketsAzad ZanganaCraig BothamKeith WadeInfographic2016 US Presidential Election October 2016 Economic InfographicIn this month's infographic we look at who is leading in the race to become the next US president, what the markets are pricing in and what impact the candidates' policies might have on the US economy.
Tue, 18 Oct 2016 17:00:00 +0200globalemergingmarketsazadzanganacraigbothamkeithwadeinfographicuspresidentialelection2016http://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg430661http://www.schroders.com/en/lu/professional-investor/insights/economics/fed-stays-on-hold-but-sets-up-december-hike/Keith WadeKeith WadeFederal ReserveInterest RatesFed stays on hold but sets up December hikeA US rate increase looks likely in December, barring an election shockThu, 22 Sep 2016 01:00:00 +0200keithwadefederalreserveinterestrateshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/federal-reserve-eagle.jpg429756http://www.schroders.com/en/lu/professional-investor/insights/economics/no-boj-rate-cut-but-new-policies-brought-in-to-boost-inflation/Keith WadeJapanKeith WadeInflationInterest RatesMonetary PolicyNo BoJ rate cut, but new policies brought in to boost inflationThe BoJ move is welcome, but will the public be convinced?Wed, 21 Sep 2016 01:00:00 +0200japankeithwadeinflationinterestratesmonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/japan-shinjuku-tokyo.jpg426521http://www.schroders.com/en/lu/professional-investor/insights/economics/september-2016-economic-infographic/Keith WadeCraig BothamAzad ZanganaGlobal Emerging MarketsAzad ZanganaCraig BothamKeith WadeInflationGrowthInterest RatesInfographicSeptember 2016 Economic InfographicIn this month's Olympic themed infographic we examine the outlook for global growth and how emerging market performance is set to improve. Mon, 12 Sep 2016 01:00:00 +0200globalemergingmarketsazadzanganacraigbothamkeithwadeinflationgrowthinterestratesinfographichttp://www.schroders.com/en/sysglobalassets/digital/economic-infographic/schroders_september_2016_infographic_1_pager.jpg422685http://www.schroders.com/en/lu/professional-investor/insights/economics/focus-turns-to-reforms-after-brazil-votes-to-impeach-rousseff/Craig BothamGlobal Emerging MarketsCraig BothamBrazilFocus turns to reforms after Brazil votes to impeach RousseffThe impeachment of Dilma Rousseff had been widely expected. The prospects for Brazilian assets now rest on economic fundamentals and much-needed reforms.Thu, 01 Sep 2016 11:00:00 +0200globalemergingmarketscraigbothambrazilhttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/brazil-nationa-congress-building.jpg422316http://www.schroders.com/en/lu/professional-investor/insights/economics/brazil-shines-as-india-disappoints/Craig BothamGlobal Emerging MarketsCraig BothamBrazilIndiaGDPBrazil shines as India disappointsLatest GDP data shows Brazil’s economy improving after a dismal first quarter, while India’s economy slowed. However, both face brighter futures.Wed, 31 Aug 2016 15:00:00 +0200globalemergingmarketscraigbothambrazilindiagdphttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/brazil-landscape-ipenema-sugar-loaf.jpg416132http://www.schroders.com/en/lu/professional-investor/insights/economics/august-2016-economic-infographic/Keith WadeAzad ZanganaCraig BothamGlobalAzad ZanganaCraig BothamKeith WadeInfographicBrexitAugust 2016 Economic InfographicIn this month's infographic we look at the market's dependency on liquidity injections from central banks and the dangers that lie within.Fri, 12 Aug 2016 17:00:00 +0200globalazadzanganacraigbothamkeithwadeinfographicbrexithttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg415763http://www.schroders.com/en/lu/professional-investor/insights/economics/russian-recovery-rumbles-on/Craig BothamGlobal Emerging MarketsCraig BothamGrowthRussiaEconomicsRussian recovery rumbles onRussian GDP improved in Q2 but the authorities need to address structural imbalances if the economy is going to grow strongly in a world of cheaper oil.Thu, 11 Aug 2016 16:00:00 +0200globalemergingmarketscraigbothamgrowthrussiaeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/russia-buildings.jpg415422http://www.schroders.com/en/lu/professional-investor/insights/economics/seven-year-asset-class-forecast-returns-2016-update/Craig BothamEquitiesFixed IncomeGlobalReturnsCraig BothamCommoditiesForeign ExchangeSeven-year asset class forecast returns: 2016 updateEquities and alternatives are predicted to deliver the most attractive real returns over the next seven years.Wed, 10 Aug 2016 01:00:00 +0200equitiesfixedincomeglobalreturnscraigbothamcommoditiesforeignexchangehttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/archery-target.jpg414318http://www.schroders.com/en/lu/professional-investor/insights/economics/us-jobs-another-positive-payrolls-surprise/Keith WadeUSKeith WadeUS Monetary PolicyFederal ReserveEconomicsUS jobs: another positive payrolls surpriseA strong employment report keeps the door open for an interest rate rise in December.Fri, 05 Aug 2016 16:00:00 +0200uskeithwadeusmonetarypolicyfederalreserveeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/us-wall-street-outlook-2016.jpg413327http://www.schroders.com/en/lu/professional-investor/insights/economics/bank-of-england-seeks-to-ease-brexit-pain-with-interest-rate-cut-and-qe-restart/Azad ZanganaAzad ZanganaInterest RatesBoEMonetary PolicyEconomicsBank of England seeks to ease Brexit pain with interest rate cut and QE restartThe post-Brexit recession risk calls for more stimulus, but does the Bank now have any ammunition left?Thu, 04 Aug 2016 16:00:00 +0200azadzanganainterestratesboemonetarypolicyeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/bank-of-england-royal-exchange.jpg411923http://www.schroders.com/en/lu/professional-investor/insights/economics/two-uk-interest-rate-cuts-in-2016-latest-forecasts-and-key-questions-answered/Andrew OxladeUKInterest RatesBoEAndrew OxladeBank of England cuts interest rates to 0.25%: what next?The Bank of England has cut rates for the first time in seven years. We offer the latest market forecasts and assess the impact on savings and mortgages.Thu, 04 Aug 2016 11:00:00 +0200ukinterestratesboeandrewoxladehttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/bank-of-england.jpg412292http://www.schroders.com/en/lu/professional-investor/insights/economics/will-you-pay-to-save-what-negative-interest-rates-mean-for-investors/David BrettGlobalInterest RatesMonetary PolicyDavid BrettWill you "pay to save"? What negative interest rates mean for investorsWith negative interest rate policy (NIRP) imposed in Japan and across much of Europe, we explain what it means and look at its effects.Thu, 04 Aug 2016 11:00:00 +0200globalinterestratesmonetarypolicydavidbretthttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/consumer-purchasing-goods-at-checkout.jpg412252http://www.schroders.com/en/lu/professional-investor/insights/economics/new-indian-tax-a-boon-for-em-investors/Craig BothamGlobal Emerging MarketsCraig BothamIndiaEconomicsNew Indian tax a boon for EM investorsIndia’s Goods and Services Tax (GST) should remove a wide range of distortions and inefficiencies, benefiting investment, growth, and tax revenues in the medium to long run.Thu, 04 Aug 2016 01:00:00 +0200globalemergingmarketscraigbothamindiaeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/india-taj-mahal-people-passing.jpg412056http://www.schroders.com/en/lu/professional-investor/insights/economics/will-the-bank-of-england-pull-out-all-the-stops/Harvinder GillUKInterest RatesMonetary PolicyEconomicsWill the Bank of England pull out all the stops?Go all out or save some for later? That is the question the Bank of England (BoE) will face on Thursday 4 August. Wed, 03 Aug 2016 16:00:00 +0200ukinterestratesmonetarypolicyeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/london-dusk-2016.jpg413103http://www.schroders.com/en/lu/professional-investor/insights/economics/tinderbox-turkey-what-next/Craig BothamCraig BothamTinderbox Turkey: what next?July’s failed coup triggered a state of emergency in what was already one of the most fragile and risky emerging market economies. We expect the consequences to be severe and long-lasting.Wed, 03 Aug 2016 16:00:00 +0200craigbothamhttp://www.schroders.com/en/sysglobalassets/turkey-2016.jpg410151http://www.schroders.com/en/lu/professional-investor/insights/economics/bank-of-japan-cupboard-is-bare-but-corporate-prospects-undimmed/Keith WadeShogo MaedaEquitiesJapanKeith WadeShogo MaedaMonetary PolicyBank of Japan: cupboard is bare but corporate prospects undimmedAfter the Bank of Japan's latest policy decision, we look at the options left for authorities to stimulate the economy and the outlook for corporate earnings. Fri, 29 Jul 2016 12:00:00 +0200equitiesjapankeithwadeshogomaedamonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/japanese-market-gloomy-weather.jpg410234http://www.schroders.com/en/lu/professional-investor/insights/economics/eurozone-gdp-moderates-as-spain-remains-resilient/Azad ZanganaEurope ex UKAzad ZanganaGrowthGDPEurozone GDP moderates as Spain remains resilientFrench growth flat-lines as Spain remains resilientFri, 29 Jul 2016 01:00:00 +0200europeexukazadzanganagrowthgdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/paris-eiffel-tower.jpg409127http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-uk-economy-robust-before-brexit-vote/Azad ZanganaUKAzad ZanganaGrowthGDPBrexitSchroders Quickview: UK economy robust before Brexit voteStronger activity before the EU referendum reduces the odds of a recession in the near term.Wed, 27 Jul 2016 01:00:00 +0200ukazadzanganagrowthgdpbrexithttp://www.schroders.com/en/sysglobalassets/digital/insights/images/uk-london-bus.jpg407564http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-flash-uk-pmi-signals-post-referendum-slump/Azad ZanganaUKAzad ZanganaInterest RatesBoEEconomicsBrexitSchroders Quickview: Flash UK PMI signals post-referendum slumpPrivate survey data suggest the UK economy has slumped since the result of the EU referendum was announced, increasing the chances of an interest rate cut in August.Fri, 22 Jul 2016 01:00:00 +0200ukazadzanganainterestratesboeeconomicsbrexithttp://www.schroders.com/en/sysglobalassets/digital/insights/images/uk-high-street-scene.jpg405363http://www.schroders.com/en/lu/professional-investor/insights/economics/july-2016-economic-infographic/Keith WadeAzad ZanganaCraig BothamAzad ZanganaCraig BothamKeith WadeInfographicEconomicsJuly 2016 Economic InfographicIn this month's infographic our economists look at the potential fallout of Brexit for the UK economy and what it might mean for the global economy.
Wed, 20 Jul 2016 12:00:00 +0200azadzanganacraigbothamkeithwadeinfographiceconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg403810http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-china-outperforms-but-is-this-economy-a-one-trick-pony/Craig BothamAsia ex JapanCraig BothamGrowthMonetary PolicyChinaGDPSchroders Quickview: China outperforms, but is this economy a one-trick pony?Chinese GDP growth was better than expected in the second quarter, but appears overly reliant on one engine of growth: fiscal stimulus.Fri, 15 Jul 2016 10:00:00 +0200asiaexjapancraigbothamgrowthmonetarypolicychinagdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/china-shanghai-nanjing-road.jpg401298http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-payrolls-roulette-continues/Keith WadeUSKeith WadeSchroders Quickview: Payrolls roulette continuesLatest jobs data suggest the US may yet have to consider a rate rise before the end of the year. Fri, 08 Jul 2016 01:00:00 +0200uskeithwadehttp://www.schroders.com/en/sysglobalassets/digital/insights/images/workers-welding.jpg394583http://www.schroders.com/en/lu/professional-investor/insights/economics/euro-2016-top-trumps---the-knockouts/Schroders Investment Communications TeamEurope ex UKUKInfographicEconomicsEuro 2016: How do the economies compare? Part 2As the 2016 UEFA European Football Championship (Euro 2016) heads into its knockout stages, we looked at the economic health of the 24 nations involved and pitted the nations against each other in a game of economic “Top Trumps” to find out who would come out on top.
Thu, 23 Jun 2016 12:00:00 +0200europeexukukinfographiceconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/football-stadium-euros.jpg391127http://www.schroders.com/en/lu/professional-investor/insights/economics/june-2016-economic-infographic/Keith WadeAzad ZanganaCraig BothamGlobalAzad ZanganaCraig BothamKeith WadeGrowthInfographicBrexitJune 2016 Economic InfographicIn this month's economic infographic we take a look at rising political risks and their impact of the global economy. We illustrate how Brexit is distorting economic progress in the UK and update our emerging market growth forecasts.Mon, 13 Jun 2016 12:00:00 +0200globalazadzanganacraigbothamkeithwadegrowthinfographicbrexithttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg390817http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-russia---one-cut-down-many-more-to-come/Craig BothamCraig BothamMonetary PolicyRussiaSchroders Quickview: Russia - one cut down, many more to comeRussia cuts interest rates but more reductions will be needed to support a return to economic growth.Fri, 10 Jun 2016 16:00:00 +0200craigbothammonetarypolicyrussiahttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/russia-cathedral.jpg390522http://www.schroders.com/en/lu/professional-investor/insights/economics/euro-2016-how-do-the-economies-compare/Schroders Investment Communications TeamEurope ex UKUKEconomicsEuro 2016: How do the economies compare?Ahead of kick-off in the 2016 UEFA European Football Championship (Euro 2016), we looked at the economic health of the 24 nations involved and pitted the nations against each other in a game of economic “Top Trumps” to find out who would come out on top. Thu, 09 Jun 2016 10:00:00 +0200europeexukukeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/football-match-behind-goal.jpg387757http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-us-payrolls-kill-june-rate-rise/Keith WadeUSKeith WadeInterest RatesEconomicsSchroders Quickview: US payrolls kill June rate riseA slowdown in non-farm payrolls means the Federal Reserve is likely to wait until September before hiking interest rates. Fri, 03 Jun 2016 18:00:00 +0200uskeithwadeinterestrateseconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/new-york-home-of-the-fed.jpg386774http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-brazilian-recovery-will-take-time-and-luck/Craig BothamGlobal Emerging MarketsCraig BothamGrowthBrazilGDPSchroders Quickview: Brazilian recovery will take time and luckEconomic growth in Brazil should improve further if reform progress is made, although it is likely to plateau at a low level next year.Thu, 02 Jun 2016 10:30:00 +0200globalemergingmarketscraigbothamgrowthbrazilgdphttp://www.schroders.com/en/sysglobalassets/brazil-nationa-congress-building.jpg386212http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-indian-concerns-remain-despite-good-growth/Craig BothamGlobal Emerging MarketsCraig BothamGrowthIndiaGDPSchroders Quickview: Indian concerns remain despite good growthMomentum is improving and we expect better performance this year compared to 2015, but reform efforts must continue.Tue, 31 May 2016 01:00:00 +0200globalemergingmarketscraigbothamgrowthindiagdphttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/india-taj-mahal-sunset-2016.jpg383833http://www.schroders.com/en/lu/professional-investor/insights/economics/is-overstated-inflation-hitting-pensions-and-salaries/Keith WadeMarcus JenningsUSKeith WadeInflationIs overstated inflation hitting pensions and salaries?Are hundreds of millions of dollars of pension payments being made unnecessarily? The truth may be politically unpalatable, but it could lie with inflation and its likely overstatement over several decades.Tue, 24 May 2016 11:00:00 +0200uskeithwadeinflationhttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/hot-air-balloons-inflated.jpg381760http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-japan-gdp-figures-flatter-to-deceive/Keith WadeJapanKeith WadeAbenomicsGrowthMonetary PolicyGDPSchroders Quickview: Japan GDP figures flatter to deceiveThe Japanese economy continues to struggle to regain momentum. We expect today’s GDP figures will result in a delay to the next consumption tax hike. Wed, 18 May 2016 11:00:00 +0200japankeithwadeabenomicsgrowthmonetarypolicygdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/japan-tokyo-shibuya-crossing.jpg381135http://www.schroders.com/en/lu/professional-investor/insights/economics/wheres-next-for-the-us-dollar/Keith WadeHarvinder GillUSKeith WadeInterest RatesMonetary PolicyEconomicsWhere next for the US dollar?With the Federal Reserve in the process of normalising interest rates, many investors question what the path of the US dollar will be over the remainder of the year.Tue, 17 May 2016 01:00:00 +0200uskeithwadeinterestratesmonetarypolicyeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/2016/hero-images/rail-tracks-diverge.jpg380464http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-russia-weathers-the-oil-storm/Craig BothamGlobal Emerging MarketsCraig BothamRussiaGDPSchroders Quickview: Russia weathers the oil stormRussian GDP contracted less than expected in the first quarter. A return to positive growth seems likely in the not too distant future. Mon, 16 May 2016 01:00:00 +0200globalemergingmarketscraigbothamrussiagdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/russia-buildings.jpg380060http://www.schroders.com/en/lu/professional-investor/insights/economics/may-2016-economic-infographic/Keith WadeAzad ZanganaCraig BothamAzad ZanganaCraig BothamKeith WadeInterest RatesInfographicEconomicsMay 2016 Economic InfographicThis month's infographic focuses on the unintended consequences of negative interest rates, slowing global growth and the reform journeys being undertaken by countries within emerging markets. Fri, 13 May 2016 01:00:00 +0200azadzanganacraigbothamkeithwadeinterestratesinfographiceconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg379938http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-bank-of-england-warns-of-brexit-stagflation/Azad ZanganaUKAzad ZanganaInterest RatesBoEMonetary PolicyEconomicsSchroders Quickview: Bank of England warns of Brexit stagflationA recession and interest rate rises not ruled out in Brexit scenarios as sterling is expected to fall sharply.Thu, 12 May 2016 17:00:00 +0200ukazadzanganainterestratesboemonetarypolicyeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/bigbenclock945x470.jpg378902http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-us-jobs-growth-eases-and-wages-pick-up/Keith WadeUSKeith WadeFederal ReserveMonetary PolicySchroders Quickview: US Jobs growth eases and wages pick upA slowdown in jobs growth belies some encouraging underlying trends. Fri, 06 May 2016 01:00:00 +0200uskeithwadefederalreservemonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/american-flag-dollar-bill.jpg377585http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-french-activity-rebounds-to-lift-eurozone-gdp-growth/Azad ZanganaEurope ex UKAzad ZanganaGDPEconomicsSchroders Quickview: French activity rebounds to lift eurozone GDP growthEurozone GDP growth surprises to the upside although inflation remains illusive.Fri, 29 Apr 2016 14:00:00 +0200europeexukazadzanganagdpeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/paris-eiffel-tower.jpg377272http://www.schroders.com/en/lu/professional-investor/insights/economics/is-the-us-economy-heading-for-recession/Marcus JenningsUSFederal ReserveGrowthGDPMarcus JenningsIs the US economy heading for recession?Ahead of the release of US first quarter GDP growth, we examine whether the weak growth that is widely expected is a signal of an impending recession or whether it is a mere seasonal blip.Thu, 28 Apr 2016 01:00:00 +0200usfederalreservegrowthgdpmarcusjenningshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/American-Flags-945x470.jpg376797http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-uk-growth-slows-ahead-of-brexit-vote/Azad ZanganaUKAzad ZanganaGDPSchroders Quickview: UK growth slows ahead of Brexit voteThe UK economy appears to have hit a speed bump and we believe that growth is likely to remain sluggish until the result of the referendum is known.Wed, 27 Apr 2016 01:00:00 +0200ukazadzanganagdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/london-tower-bridge-city-hall.jpg373795http://www.schroders.com/en/lu/professional-investor/insights/economics/april-2016-economic-infographic/Keith WadeAzad ZanganaCraig BothamAzad ZanganaCraig BothamKeith WadeInfographicEconomicsApril 2016 Economic InfographicThis month's infographic focuses on the risks of Brexit, looks at why markets have regained risk appetite after the early 2016 panic, and questions whether now is the right time to invest in emerging markets.Thu, 14 Apr 2016 10:00:00 +0200azadzanganacraigbothamkeithwadeinfographiceconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg371614http://www.schroders.com/en/lu/professional-investor/insights/economics/panic-over-but-whats-next-for-markets/Keith WadeEquitiesFixed IncomeGlobalKeith WadeCommoditiesForeign ExchangeEconomicsPanic over, but what's next for markets?Having recovered their composure after a tumultuous start to 2016, investors are now looking for a new catalyst, but what will it be and where next for markets?Wed, 06 Apr 2016 01:00:00 +0200equitiesfixedincomeglobalkeithwadecommoditiesforeignexchangeeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/wall-street.jpg371353http://www.schroders.com/en/lu/professional-investor/insights/economics/troika-therapy-did-it-work/Azad ZanganaEurope ex UKAzad ZanganaEconomicsTroika therapy: did it work?Why a number of the countries that underwent the Troika bailout programme are now performing better than the others.Tue, 05 Apr 2016 01:00:00 +0200europeexukazadzanganaeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/greece-oia-village-santorini-island.jpg370912http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-service-sector-drives-steady-us-jobs-growth/Keith WadeUSKeith WadeMonetary PolicyEconomicsSchroders Quickview: Service sector drives steady US jobs growthThe robust labour market has long been a plus point for the US economy. The likelihood of a rate hike in the coming months now rests on improvements in manufacturing – which may be turning a corner – and consumption.Fri, 01 Apr 2016 01:00:00 +0200uskeithwademonetarypolicyeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/American-Flags-945x470.jpg360161http://www.schroders.com/en/lu/professional-investor/insights/economics/march-2016-economic-infographic/Azad ZanganaCraig BothamKeith WadeGlobalAzad ZanganaCraig BothamKeith WadeInfographicEconomicsMarch 2016 Economic InfographicThis month's infographic focuses on the downward growth trend across the global economy, why Europe might provide a safe haven in an uncertain world, and investigates whether a nadir has been reached in the BRIC economies.Wed, 30 Mar 2016 19:00:00 +0200globalazadzanganacraigbothamkeithwadeinfographiceconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg366054http://www.schroders.com/en/lu/professional-investor/insights/economics/argentina-shows-brazil-the-way-to-restore-confidence/Craig BothamGlobal Emerging MarketsCraig BothamBrazilGDPEconomicsArgentina shows Brazil the way to restore confidenceA postcard from… Latin America: A week of meetings with policymakers, politicians and the private sector in Brazil and Argentina has made for a stark comparison of two countries arguably at different stages on the same path.Tue, 22 Mar 2016 14:00:00 +0100globalemergingmarketscraigbothambrazilgdpeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/brazil_tiled_steps_lapa.jpg361440http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-uk-budget-2016---weaker-growth-prompts-more-fiscal-tightening/Azad ZanganaUKAzad ZanganaBudgetEconomicsSchroders Quickview: UK Budget 2016 - Weaker growth prompts more fiscal tighteningIn his Budget announced on Wednesday 16 March, UK Chancellor George Osborne chose to focus on small tax breaks, reforms and micro spending announcements, while glossing over the extra austerity planned.Wed, 16 Mar 2016 01:00:00 +0100ukazadzanganabudgeteconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/Big-Ben945x470.jpg361176http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-draghi-fires-bazooka-but-we-are-still-waiting-for-the-cavalry/Keith WadeEurope ex UKKeith WadeInflationInterest RatesEconomicsSchroders Quickview: Draghi fires bazooka, but we are still waiting for the cavalryMario Draghi succeeded in surprising markets with his latest salvo, but needs the support of governments and fiscal policy to win this fight.Thu, 10 Mar 2016 19:00:00 +0100europeexukkeithwadeinflationinterestrateseconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/european-parliament-flags.jpg357492http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-payroll-report-diminishes-recession-fears/Keith WadeUSKeith WadeFederal ReserveMonetary PolicySchroders Quickview: Payroll report diminishes recession fearsThe latest employment figures will allay concerns that the US economy is stalling. However, we believe the authorities will likely wait until June before hiking interest rates again.Fri, 04 Mar 2016 01:00:00 +0100uskeithwadefederalreservemonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/us-grand-central-station.jpg356492http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-climate-change-survey-economists-expect-inflationary-impact/Keith WadeAzad ZanganaCraig BothamGlobalAzad ZanganaCraig BothamKeith WadeResponsible InvestmentClimate ChangeSustainabilitySustainability North AmericaESGEnvironmentalSchroders climate change survey: economists expect inflationary impactWe surveyed economists at investment banks regarding the impact of climate change on the world economy. The results supported our own analysis that climate change represents a significant threat and will likely be inflationary, while short-termism hampers mitigation efforts.Wed, 02 Mar 2016 11:00:00 +0100globalazadzanganacraigbothamkeithwaderesponsibleinvestmentclimatechangesustainabilitysustainability-naesgenvironmentalhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/sunset-drought-earth.jpg354136http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-brexit-concerns-hit-sterling/Azad ZanganaEquitiesAzad ZanganaForeign ExchangeEconomicsSchroders Quickview: Brexit concerns hit sterlingSterling has fallen sharply today against major currencies as global investors woke up to the risk of Brexit.Mon, 22 Feb 2016 01:00:00 +0100equitiesazadzanganaforeignexchangeeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/london-dusk-2016.jpg353092http://www.schroders.com/en/lu/professional-investor/insights/economics/chinese-trend-growth-the-future-for-new-china/Craig BothamCraig BothamGrowthChinaEconomicsChinese trend growth: The future for new ChinaIn the final part of our China series, we look at what is in store for the country as it seeks a transition to a consumption-led economy. Can China find new drivers of growth?Thu, 18 Feb 2016 11:00:00 +0100craigbothamgrowthchinaeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/china-temple-2016.jpg351749http://www.schroders.com/en/lu/professional-investor/insights/economics/chinese-trend-growth-productivity-growth---the-solow-perspective/Craig BothamCraig BothamChinaEconomicsChinese trend growth: Productivity growth - the Solow perspectiveIn this second instalment of our analysis of Chinese trend growth, we look at productivity growth in more detail.Wed, 17 Feb 2016 01:00:00 +0100craigbothamchinaeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/china945x470.jpg351859http://www.schroders.com/en/lu/professional-investor/insights/economics/february-2016-economic-infographic/Keith WadeAzad ZanganaCraig BothamGlobalAzad ZanganaCraig BothamKeith WadeGlobal EconomyEconomicsFebruary 2016 Economic InfographicIn this month’s infographic, our economists look at whether global economic concerns have been overplayed or whether it’s time for investors to panic.
Wed, 17 Feb 2016 01:00:00 +0100globalazadzanganacraigbothamkeithwadeglobaleconomyeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic-word-cloud-w48066.jpg351506http://www.schroders.com/en/lu/professional-investor/insights/economics/chinese-trend-growth-part-one-the-demographic-perspective/Craig BothamCraig BothamChinaEconomicsChinese trend growth, part one: The demographic perspectiveIn the first of a three-part series looking at Chinese trend growth, we examine the country’s demographics, on which we think observers have become overly negative and which actually has a limited impact on growth.Tue, 16 Feb 2016 01:00:00 +0100craigbothamchinaeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/china-shanghai-skyline.jpg351211http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-japan-economy-keeps-pressure-on-abe-and-central-bank/Keith WadeJapanKeith WadeGDPSchroders Quickview: Japan economy keeps pressure on Abe and central bankWeaker consumer spending had a detrimental impact on Japanese GDP. This will increase pressure on the Bank of Japan (BoJ) to justify its policy stance and could call into question the likelihood of the next consumption tax increase. Mon, 15 Feb 2016 01:00:00 +0100japankeithwadegdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/japanese-market-gloomy-weather.jpg349437http://www.schroders.com/en/lu/professional-investor/insights/economics/how-markets-perform-during-tightening-cycles/Keith WadeHarvinder GillGlobalUSKeith WadeEconomicsHow markets perform during tightening cyclesThe Schroders Economics team has studied the way markets behave during periods in which the Federal Reserve (Fed) tightens monetary policy, and how they perform following periods of “panic”. Will this time be any different?Tue, 09 Feb 2016 17:00:00 +0100globaluskeithwadeeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/federal-reserve.jpg349245http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-india-gdp-surprises-but-we-have-our-doubts/Craig BothamCraig BothamIndiaGDPEconomicsSchroders Quickview: India GDP surprises, but we have our doubtsIndia’s fourth quarter GDP growth slowed slightly but still beat estimates, at 7.3% year on year. While the number confirms India’s place as the fastest growing major economy, we have some reservations; the quality of both growth and data are in question.Tue, 09 Feb 2016 01:00:00 +0100craigbothamindiagdpeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/india-taj-mahal-people-passing.jpg347652http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-boe-still-expects-interest-rate-risesjust-not-yet/Azad ZanganaUKAzad ZanganaInterest RatesMonetary PolicySchroders Quickview: BoE still expects interest rate rises…just not yetBank of England (BoE) Governor Mark Carney has offered a cautiously optimistic message.Thu, 04 Feb 2016 04:00:00 +0100ukazadzanganainterestratesmonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/bank-of-england945x470.jpg345561http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-japan-steps-up-currency-war/Keith WadeKeith WadeMonetary PolicySchroders Quickview: Japan steps up currency warIn a surprise move the Bank of Japan (BoJ) has taken rates into negative territory with a 20 basis point cut to -0.1% for the rate it charges to financial institutions on their current accounts with the central bank.Fri, 29 Jan 2016 01:00:00 +0100keithwademonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/japan-shibuya-2016.jpg338500http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-china-growth-slows-as-stimulus-effects-fade/Craig BothamCraig BothamChinaGDPEconomicsSchroders Quickview: China growth slows as stimulus effects fadeChinese GDP came in below market expectations, but in line with our forecast, at 6.8% year on year in the final quarter of 2015. This brings 2015 growth to 6.9%, in line with the official target of “around 7% growth”, but highlights the challenges faced by the authorities in propping up growth.Tue, 19 Jan 2016 01:00:00 +0100craigbothamchinagdpeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/china-yuyuan-gardens.jpg338312http://www.schroders.com/en/lu/professional-investor/insights/economics/january-2016-economic-infographic/Azad ZanganaCraig BothamKeith WadeGlobalAzad ZanganaCraig BothamKeith WadeInfographicEconomicsJanuary 2016 Economic InfographicIn the first economic infographic of the year our economists review the events which dominated the economic landscape in 2015 and look ahead at what to expect in 2016.Mon, 18 Jan 2016 15:00:00 +0100globalazadzanganacraigbothamkeithwadeinfographiceconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic-word-cloud-w48066.jpg336945http://www.schroders.com/en/lu/professional-investor/insights/economics/china-is-the-world-right-to-worry/Craig BothamCraig BothamVolatilityMonetary PolicyChinaGDPEconomicsChina: is the world right to worry?China's equity and currency markets have exhibited a great deal of weakness since the start of 2016, and just as in August, global markets have suffered. But should global investors be quite so concerned about China?Tue, 12 Jan 2016 01:00:00 +0100craigbothamvolatilitymonetarypolicychinagdpeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/chinese-city-flags.jpg335653http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-us-jobs-report-brings-respite-from-china-crisis/Keith WadeUSKeith WadeInterest RatesChinaLabour marketSchroders Quickview: US jobs report brings respite from China “crisis”The US labour market continues to show signs of strength. We still expect the Federal Reserve (Fed) to raise rates in March, but will be looking for signs of stability in the Chinese currency as well as continued gains in payrolls. Fri, 08 Jan 2016 01:00:00 +0100uskeithwadeinterestrateschinalabourmarkethttp://www.schroders.com/en/sysglobalassets/digital/insights/images/American-Flags-945x470.jpg330169http://www.schroders.com/en/lu/professional-investor/insights/economics/december-2015-economic-infographic/Azad ZanganaCraig BothamKeith WadeGlobalAzad ZanganaCraig BothamKeith WadeInfographicEconomicsDecember 2015 Economic InfographicIn the final economic infographic of the year our economists examine global growth in 2015 and the key areas to look out for in 2016.Mon, 21 Dec 2015 01:00:00 +0100globalazadzanganacraigbothamkeithwadeinfographiceconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic-word-cloud-w48066.jpg327478http://www.schroders.com/en/lu/professional-investor/insights/economics/We-have-lift-off-but-can-the-Fed-normalise/Keith WadeUSKeith WadeFederal ReserveInterest RatesMonetary PolicyWe have lift-off, but can the Fed normalise?As anticipated the Fed raised interest rates for the first time in nearly a decade, but the risk lies in the market’s expectations of a “slow and low” rate hiking cycle.Wed, 16 Dec 2015 21:00:00 +0100uskeithwadefederalreserveinterestratesmonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/federal-reserve.jpg326042http://www.schroders.com/en/lu/professional-investor/insights/economics/interest-rates-are-investors-in-for-a-nasty-shock/Keith WadeGlobalKeith WadeGlobal EconomyQuantitative EasingMonetary PolicyEconomicsInterest rates: are investors in for a nasty shock?Has the market become too complacent with its expectations for a "slow and low" increase in the interest rate cycle? History tells us that forecasts have a habit of not turning out quite as planned.Tue, 15 Dec 2015 15:00:00 +0100globalkeithwadeglobaleconomyquantitativeeasingmonetarypolicyeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/interest-rate-shock-rearview-mirror.jpg325243http://www.schroders.com/en/lu/professional-investor/insights/economics/where-next-for-qe/Keith WadeUKKeith WadeQuantitative EasingMonetary PolicyInfographicWhere next for QE?This infographic explores whether quantitative easing has achieved its intended goals and what next once the QE party is over?Mon, 14 Dec 2015 14:00:00 +0100ukkeithwadequantitativeeasingmonetarypolicyinfographichttp://www.schroders.com/en/sysglobalassets/digital/insights/images/reserve-bank.jpg319341http://www.schroders.com/en/lu/professional-investor/insights/economics/global-economy-in-pictures-annual-2015-economic-infographic/Azad ZanganaCraig BothamKeith WadeGlobalAzad ZanganaCraig BothamKeith WadeInflationGlobal EconomyInterest RatesQuantitative EasingMonetary PolicyGDPInfographicEconomicsGlobal economy in pictures: Annual 2015 economic infographicWe review a turbulent year for the global economy which endured dramatic falls in the price of oil, geopolitical tension in Europe, a stockmarket crash in China and ends with the Federal Reserve considering raising interest rates for the first time in nearly a decade.Thu, 03 Dec 2015 12:00:00 +0100globalazadzanganacraigbothamkeithwadeinflationglobaleconomyinterestratesquantitativeeasingmonetarypolicygdpinfographiceconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/melbourne-fisheye-view-at-night.jpg319646http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-draghi-adds-more-stimulus-but-disappoints-markets/Azad ZanganaEurope ex UKAzad ZanganaECBQuantitative EasingSchroders Quickview: Draghi adds more stimulus, but disappoints marketsAs European equities sell off, investors should have paid more attention to the improving macro data.Thu, 03 Dec 2015 01:00:00 +0100europeexukazadzanganaecbquantitativeeasinghttp://www.schroders.com/en/sysglobalassets/digital/insights/images/euro945x470.jpg318615http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-brazil-gdp-disappoints-and-outlook-is-bleak/Craig BothamCraig BothamBrazilGDPSchroders Quickview: Brazil GDP disappoints, and outlook is bleakBrazilian growth continues to disappoint, and in many ways out-did itself in the third quarter release, missing not just expectations but also revising down growth for the first half of the year.Tue, 01 Dec 2015 01:00:00 +0100craigbothambrazilgdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/brazil-paulista-ave-under-drizzle.jpg318186http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-indian-growth-accelerates-but-reforms-are-still-needed/Craig BothamCraig BothamIndiaGDPEconomicsSchroders Quickview: Indian growth accelerates but reforms are still neededIndia’s economy accelerated in the third quarter but legislative progress is needed to support sustainable growth.
Mon, 30 Nov 2015 01:00:00 +0100craigbothamindiagdpeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/india-taj-mahal-people-passing.jpg316323http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-uk-chancellor-remains-defiant-in-implementing-austerity/Azad ZanganaUKAzad ZanganaBudgetEconomicsSchroders Quickview: UK Chancellor remains defiant in implementing austerityOur analysis and comment in response to the 2015 UK Autumn Statement & Spending Review announced on Wednesday by Chancellor of the Exchequer George Osborne.Wed, 25 Nov 2015 01:00:00 +0100ukazadzanganabudgeteconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/hm-treasury.jpg311665http://www.schroders.com/en/lu/professional-investor/insights/economics/november-2015-economic-infographic/Azad ZanganaCraig BothamKeith WadeGlobalUKUSAzad ZanganaCraig BothamKeith WadeInterest RatesBrazilInfographicEconomicsNovember 2015 Economic InfographicIn the latest infographic Schroders economists examine the factors that could tip the global economy into recession, the problem with the UK's proposed 'tax-credit' reforms*, what's driving risk appetite among investors and the corruption scandals crippling Brazil.
Fri, 20 Nov 2015 01:00:00 +0100globalukusazadzanganacraigbothamkeithwadeinterestratesbrazilinfographiceconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic-word-cloud-w48066.jpg305683http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-eurozone-growth-softens/Azad ZanganaEurope ex UKAzad ZanganaECBGDPSchroders Quickview: Eurozone growth softensLatest official data show slower growth, but not enough to support additional monetary easing.Mon, 16 Nov 2015 01:00:00 +0100europeexukazadzanganaecbgdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/europeanflags945x470.jpg314042http://www.schroders.com/en/lu/professional-investor/insights/economics/climate-change-matter-a-roundup-of-events-in-october-/GlobalResponsible InvestmentClimate ChangeSustainabilitySustainability North AmericaEnvironmentalClimate change matters: a roundup of events in OctoberThe ESG team takes a look at recently released reports about the impact of climate change on the oceans and global GDP, and discusses some of the other climate change-related developments in October.Thu, 12 Nov 2015 01:00:00 +0100globalresponsibleinvestmentclimatechangesustainabilitysustainability-naenvironmentalhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/global-warming-message-in-sand.jpg302740http://www.schroders.com/en/lu/professional-investor/insights/economics/china-facing-collapse-or-slow-decline/Craig BothamCraig BothamChinaGDPEconomicsChina: Facing collapse or slow decline?A postcard from...China: If, as some bears claim, China is in the middle of economic collapse, the country is hiding it well.Tue, 10 Nov 2015 01:00:00 +0100craigbothamchinagdpeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/shanghai-skyline945x470.jpg301490http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-case-for-us-rate-rise-boosted-by-jobs-surprise/Keith WadeUSKeith WadeFederal ReserveInterest RatesSchroders Quickview: Case for US rate rise boosted by jobs surpriseDespite Friday's strong jobs data, we see little need for the Federal Reserve to aggressively tighten monetary policy.Fri, 06 Nov 2015 01:00:00 +0100uskeithwadefederalreserveinterestrateshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/American-Flags-945x470.jpg295039http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-will-the-end-of-chinas-one-child-policy-spark-a-demographic-boom/Craig BothamCraig BothamChinaGDPSchroders Quickview: Will the end of China's one child policy spark a demographic boom?Given the high cost of raising children in China, we do not see a demographic boom resulting from the end of the government's one child policy.Thu, 29 Oct 2015 02:00:00 +0100craigbothamchinagdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/chinablurry945x470.jpg292557http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-uk-economy-slows-more-than-expected/Azad ZanganaUKAzad ZanganaInterest RatesMonetary PolicyEconomicsSchroders Quickview: UK economy slows more than expectedWeaker growth presents challenges for policy makers.Tue, 27 Oct 2015 01:00:00 +0100ukazadzanganainterestratesmonetarypolicyeconomicshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/woman-cutting-iron-bar.jpg291472http://www.schroders.com/en/lu/professional-investor/insights/economics/climate-change-matters-a-roundup-of-events-in-september/Sustainable Investment TeamGlobalResponsible InvestmentClimate ChangeSustainabilitySustainability North AmericaESGEnvironmentalClimate change matters: a roundup of events in SeptemberThe ESG team takes a close look at the latest carbon emission targets that have been submitted ahead of December's UN climate change conference.Mon, 26 Oct 2015 01:00:00 +0100globalresponsibleinvestmentclimatechangesustainabilitysustainability-naesgenvironmentalhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/global-warming-message-in-sand.jpg280111http://www.schroders.com/en/lu/professional-investor/insights/economics/october-2015-economic-infographic/Azad ZanganaCraig BothamKeith WadeGlobalUSAzad ZanganaCraig BothamKeith WadeGlobal EconomyInterest RatesMonetary PolicyChinaInfographicOctober 2015 Economic InfographicIn the latest infographic Schroders economists examine the impact on the rest of the world of the slowdown in China, the effect of Europe's refugee crisis on the region's economy and the outlook for the Federal Reserve's (Fed) interest rate policy.Wed, 14 Oct 2015 01:00:00 +0200globalusazadzanganacraigbothamkeithwadeglobaleconomyinterestratesmonetarypolicychinainfographichttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg279532http://www.schroders.com/en/lu/professional-investor/insights/economics/life-after-qe---whats-next-for-markets/Gareth IsaacMartin SkanbergPatrick VogelGlobalGareth IsaacMartin SkanbergGlobal EconomyQuantitative EasingPatrick VogelLife after QE - what's next for markets?At the recent Schroders Investment Conference in Budapest, a panel of Schroders’ fund managers discussed the intended and unintended consequences of quantitative easing. The panel was chaired by the Executive Editor of The Economist, Daniel Franklin.Tue, 13 Oct 2015 17:00:00 +0200globalgarethisaacmartinskanbergglobaleconomyquantitativeeasingpatrickvogelhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/printing-bank-notes.jpg277123http://www.schroders.com/en/lu/professional-investor/insights/economics/what-is-a-currency-war-and-should-investors-arm-themselves/Alan CauberghsCurrenciesGlobal EconomyMonetary PolicyAlan CauberghsWhat is a currency war, and should investors arm themselves?Currency wars have become a regular feature in headlines, but what exactly are they? Alan Cauberghs investigates currency wars and looks at how they affect investors.
Mon, 12 Oct 2015 01:00:00 +0200currenciesglobaleconomymonetarypolicyalancauberghshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/chinese-dragon-decoration.jpg275106http://www.schroders.com/en/lu/professional-investor/insights/economics/neurofinance-inside-the-investors-brain/Dr. Richard PetersonEquitiesFixed IncomeGlobalCommoditiesForeign ExchangeNeurofinance: Inside the investor's brainAt the annual Schroders Investor Conference in Budapest, delegates heard from ‘neurofinancier’ Dr. Richard Peterson, who outlined how deceived we can be by the apparent rationality of our own minds.Fri, 09 Oct 2015 13:00:00 +0200equitiesfixedincomeglobalcommoditiesforeignexchangehttp://www.schroders.com/en/sysglobalassets/digital/insights/images/brain-scan-image.jpg273115http://www.schroders.com/en/lu/professional-investor/insights/economics/germany-faces-more-difficult-road-ahead/Keith WadeKeith WadeMonetary PolicyGermanyGDPGermany faces more difficult road aheadA postcard from.... Germany.
Chief Economist Keith Wade travelled to Frankfurt and Berlin in mid-September to meet senior officials at the ECB, Bundesbank, Finance, Economics and Labour Ministries of the German government plus a think tank. Here, he reports back on the main themes of his discussions.Thu, 08 Oct 2015 01:00:00 +0200keithwademonetarypolicygermanygdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/berlin-brandenburg-gate.jpg268617http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-us-jobs-report-reduces-chance-of-imminent-rate-hike/Lisa HornbyUSLisa HornbyInterest RatesMonetary PolicySchroders Quickview: US jobs report reduces chance of imminent rate hikeWorse than expected US jobs numbers have pushed out expectations for the first Federal Reserve rate rise.Mon, 05 Oct 2015 01:00:00 +0200uslisahornbyinterestratesmonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/workers-welding.jpg239494http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-march-2016-eyed-as-fed-aborts-lift-off/Keith WadeLisa HornbyUSKeith WadeFederal ReserveLisa HornbyInterest RatesSchroders Quickview: March 2016 eyed as Fed aborts lift offForecasts for an interest rate rise in the US drifted out further after the Federal Reserve (Fed) decided against kick-starting a cycle of rate hikes blaming global economic and inflationary pressures.Fri, 18 Sep 2015 01:00:00 +0200uskeithwadefederalreservelisahornbyinterestrateshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/stock-exchange-floor-fed-rate-announcment.jpg236396http://www.schroders.com/en/lu/professional-investor/insights/economics/how-would-an-interest-rate-rise-impact-my-investments-and-should-i-do-anything-to-protect-them/Keith WadeUKKeith WadeInterest RatesHow would an interest rate rise impact my investments and should I do anything to protect them?Ahead of the US Federal Reserve's (Fed) interest rate decision later this week, Keith Wade looks at interest rates from a UK perspective and how investors can prepare for when the Bank of England opts to hike. Tue, 15 Sep 2015 11:00:00 +0200ukkeithwadeinterestrateshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/bank-of-england945x470.jpg234344http://www.schroders.com/en/lu/professional-investor/insights/economics/september-2015-economic-infographic/Azad ZanganaCraig BothamKeith WadeGlobalAzad ZanganaCraig BothamKeith WadeOil PricesGDPInfographicSeptember 2015 Economic InfographicIn the latest economic infographic Schroders economists explore the effects of cheap oil and a strong dollar on the global economy and update their growth outlooks for the eurozone and the BRICs.Fri, 11 Sep 2015 02:00:00 +0200globalazadzanganacraigbothamkeithwadeoilpricesgdpinfographichttp://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.jpg230257http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-us-jobs-report-leaves-september-rate-hike-in-play/Keith WadeUSFederal ReserveInterest RatesMonetary PolicyChinaSchroders Quickview: US jobs report leaves September rate hike in playThe much-anticipated US employment report depicted a healthy US labour market today. Despite events in China, we still believe the Federal Reserve (Fed) will raise interest rates on 17 September.Fri, 04 Sep 2015 02:00:00 +0200usfederalreserveinterestratesmonetarypolicychinahttp://www.schroders.com/en/sysglobalassets/digital/insights/images/american-flag-dollar-bill.jpg219672http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-chinese-stimulus-to-boost-sentiment-but-not-growth-yet/Craig BothamCraig BothamGlobal EconomyMonetary PolicyChinaSchroders Quickview: Chinese stimulus to boost sentiment, but not growth yetThe People’s Bank of China (PBoC) moved to cut both the benchmark interest rate and reserve requirement ratio (RRR) today. The stimulus measures should help market sentiment, but we do not expect a resurgent China as a result.Tue, 25 Aug 2015 01:00:00 +0200craigbothamglobaleconomymonetarypolicychinahttp://www.schroders.com/en/sysglobalassets/digital/insights/images/chinese-city-flags.jpg213282http://www.schroders.com/en/lu/professional-investor/insights/economics/climate-change-matters-a-roundup-of-events-in-july/Sustainable Investment TeamGlobalResponsible InvestmentClimate ChangeSustainabilitySustainability North AmericaESGEnvironmentalClimate change matters: a roundup of events in JulyIn this monthly newsletter, the ESG team reviews recent climate change-related developments, including an update on country pledges ahead of December's United Nations Climate Change Conference.Tue, 18 Aug 2015 01:00:00 +0200globalresponsibleinvestmentclimatechangesustainabilitysustainability-naesgenvironmentalhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/climate-change-polutting-field.jpg213042http://www.schroders.com/en/lu/professional-investor/insights/economics/august-2015-economic-infographic/Azad ZanganaCraig BothamKeith WadeCurrenciesEquitiesFixed IncomeGlobalAzad ZanganaCraig BothamKeith WadeGlobal EconomyMonetary PolicyGDPInfographicAugust 2015 Economic InfographicSchroders August 2015 economic infographic looks at the problems facing China's policy makers following the equity boom and bust, the political risk in Europe shifting to Iberia, and storm clouds lifting over the global economy.Mon, 17 Aug 2015 01:00:00 +0200currenciesequitiesfixedincomeglobalazadzanganacraigbothamkeithwadeglobaleconomymonetarypolicygdpinfographichttp://www.schroders.com/en/sysglobalassets/digital/insights/images/global-currency-jigsaw.jpg216561http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-eurozone-political-risk-shifts-to-iberia/Azad ZanganaEurope ex UKAzad ZanganaGDPGreeceTalkingEconomics: Eurozone Political risk shifts to IberiaAs the crisis in Greece subsides, we expect investors to shift their attention to two crucial elections in Iberia.Mon, 17 Aug 2015 01:00:00 +0200europeexukazadzanganagdpgreecehttp://www.schroders.com/en/sysglobalassets/digital/insights/images/spain-portugal-flags.jpg217927http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-global-storm-clouds-lift/Keith WadeEurope ex UKKeith WadeGlobal EconomyCommoditiesAsia PacificChinaGreeceTalkingEconomics: Global storm clouds liftWhile fears over Greece and Asia have faded long-term concerns persist. Keith Wade takes a look at the underlying issues that could impact the global economy.Mon, 17 Aug 2015 01:00:00 +0200europeexukkeithwadeglobaleconomycommoditiesasiapacificchinagreecehttp://www.schroders.com/en/sysglobalassets/digital/insights/images/telescope-outlook-cloudy.jpg217948http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-chinas-equity-boom-and-bust/Craig BothamEquitiesCraig BothamAsia PacificChinaGDPTalkingEconomics: China’s equity boom and bustChina’s equity market boom and bust should have a limited immediate macroeconomic impact, but we fear the seeds of a future crisis have been sown.
Mon, 17 Aug 2015 01:00:00 +0200equitiescraigbothamasiapacificchinagdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/chinablurry945x470.jpg207579http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-eurozone-growth-disappoints-but-remains-steady/Azad ZanganaEurope ex UKGlobalAzad ZanganaMonetary PolicyGDPSchroders Quickview: Eurozone growth disappoints but remains steadyAlthough economic growth in the eurozone slowed in the second quarter, we continue to expect an acceleration in the second half of the year as ongoing oil price weakness boosts households’ spending power.Fri, 14 Aug 2015 02:00:00 +0200europeexukglobalazadzanganamonetarypolicygdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/euros-stack-of-coins-and-notes.jpg201215http://www.schroders.com/en/lu/professional-investor/insights/economics/chinese-autos---hitting-the-great-wall/Katherine DavidsonKatherine DavidsonChinaChinese autos - hitting the (Great) wall?As the Chinese automobile market takes its foot off the gas, we examine the road ahead and find a number of speed bumps for both domestic and international brands.Mon, 03 Aug 2015 01:00:00 +0200katherinedavidsonchinahttp://www.schroders.com/en/sysglobalassets/digital/insights/images/great-wall-of-china2-945x470.jpg197590http://www.schroders.com/en/lu/professional-investor/insights/economics/Schroders-Quickview-US-rebounds-edging-Fed-towards-a-rate-rise-in-September/Keith WadeLisa HornbyUSKeith WadeUS Monetary PolicyFederal ReserveInterest RatesSchroders Quickview: US rebounds, edging Fed towards a rate rise in SeptemberChief Economist and Strategist, Keith Wade, and Fixed Income Portfolio Manager, Lisa Hornby, discuss the latest US GDP release and its potential effect on the Federal Reserve's outlook.Thu, 30 Jul 2015 15:00:00 +0200uskeithwadeusmonetarypolicyfederalreserveinterestrateshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/100-dollar-bills.jpg196738http://www.schroders.com/en/lu/professional-investor/insights/economics/climate-change-and-the-global-economy-policy-responses/Keith WadeMarcus JenningsGlobalKeith WadeResponsible InvestmentClimate ChangeSustainabilitySustainability North AmericaESGEnvironmentalClimate change and the global economy: policy responsesIn the last of a series of four articles, our economists look at some popular policy responses, concluding that we should act sooner rather than later to avoid potential future costs.Wed, 29 Jul 2015 01:00:00 +0200globalkeithwaderesponsibleinvestmentclimatechangesustainabilitysustainability-naesgenvironmentalhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/climate-change.jpg218090http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-as-uk-growth-rebounds-are-rate-rises-on-the-horizon/Azad ZanganaCurrenciesEquitiesFixed IncomeUKAzad ZanganaBoEMonetary PolicyGDPSchroders Quickview: As UK growth rebounds, are rate rises on the horizon?Following a rebound in UK GDP, Schroders Senior European Economist & Strategist Azad Zangana expects the Bank of England to raise interest rates in early 2016 and at a faster pace than markets anticipate.Tue, 28 Jul 2015 03:00:00 +0200currenciesequitiesfixedincomeukazadzanganaboemonetarypolicygdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/bank-of-england945x470.jpg496822http://www.schroders.com/en/lu/professional-investor/insights/economics/climate-change-and-the-global-economy-regional-effects/Keith WadeMarcus JenningsGlobalKeith WadeResponsible InvestmentClimate ChangeSustainabilitySustainability North AmericaESGEnvironmentalClimate change and the global economy: regional effectsIn the third of a series of four articles, Keith Wade and Marcus Jennings discuss how climate change will affect developed and developing countries differently.Mon, 27 Jul 2015 01:00:00 +0200globalkeithwaderesponsibleinvestmentclimatechangesustainabilitysustainability-naesgenvironmentalhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/coal-burning-power-plant-grain-field.jpg189436http://www.schroders.com/en/lu/professional-investor/insights/economics/climate-change-matters-a-roundup-of-events-in-june/Sustainable Investment TeamGlobalResponsible InvestmentClimate ChangeSustainabilityESGEnvironmentalClimate change matters: a roundup of events in JuneIn this monthly newsletter, the ESG team reviews recent climate change-related developments.Thu, 23 Jul 2015 01:00:00 +0200globalresponsibleinvestmentclimatechangesustainabilityesgenvironmentalhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/climate-change.jpg189869http://www.schroders.com/en/lu/professional-investor/insights/economics/climate-change-and-the-global-economy-quantifying-the-impact/Keith WadeMarcus JenningsGlobalKeith WadeResponsible InvestmentClimate ChangeSustainabilityESGEnvironmentalClimate change and the global economy: quantifying the impactIn the second of a series of four articles, our economists examine various methods of quantifying the impact of climate change on global economic activity.Thu, 23 Jul 2015 01:00:00 +0200globalkeithwaderesponsibleinvestmentclimatechangesustainabilityesgenvironmentalhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/global-warming-message-in-sand.jpg188300http://www.schroders.com/en/lu/professional-investor/insights/economics/climate-change-and-the-global-economy-growth-and-inflation/Keith WadeMarcus JenningsGlobalKeith WadeInflationResponsible InvestmentClimate ChangeSustainabilitySustainability North AmericaESGEnvironmentalClimate change and the global economy: growth and inflationIn the first of a series of four articles, Keith Wade and Marcus Jennings examine the effect of climate change on global growth and inflation.Tue, 21 Jul 2015 01:00:00 +0200globalkeithwadeinflationresponsibleinvestmentclimatechangesustainabilitysustainability-naesgenvironmentalhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/global-warming-power-station.jpg218052http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-uk-summary-july-2015/Azad ZanganaUKAzad ZanganaECBInflationMonetary PolicyTalkingEconomics: UK summary July 2015Labour market indicators in the UK suggest supply is becoming tight as corresponding wage data is now accelerating. Despite this, the Bank of England (BoE) remains relaxed.Thu, 16 Jul 2015 01:00:00 +0200ukazadzanganaecbinflationmonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/united-kingdom-flag-windy.jpg218072http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-global-markets-summary-july-2015/Keith WadeGlobalKeith WadeGlobal EconomyGDPTalkingEconomics: Global markets summary July 2015Five years on from the world economy's initial rebound in 2010, it is clear that the growth environment is best described by a square-root sign. Thu, 16 Jul 2015 01:00:00 +0200globalkeithwadeglobaleconomygdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/global-flag-badges.jpg218101http://www.schroders.com/en/lu/professional-investor/insights/economics/talkingeconomics-emerging-markets-summary-july-2015/Craig BothamGlobal Emerging MarketsCraig BothamGrowthMonetary PolicyGDPGreeceTalkingEconomics: Emerging markets summary July 2015Direct links between a Greek exit (Grexit) and emerging markets (EM) are limited, but there is always the risk of contagion.Thu, 16 Jul 2015 01:00:00 +0200globalemergingmarketscraigbothamgrowthmonetarypolicygdpgreecehttp://www.schroders.com/en/sysglobalassets/digital/insights/images/Moscow945x470.jpg182773http://www.schroders.com/en/lu/professional-investor/insights/economics/july-2015-economic-infographic/Azad ZanganaCraig BothamKeith WadeGlobalFederal ReserveInflationGlobal EconomyGrowthInterest RatesMonetary PolicyGDPInfographicJuly 2015 Economic InfographicIn July's infographic we take an in depth look at the drivers behind the global economic recovery, how UK labour shortages could impact wage growth & monetary policy, and the impact on Greece of its bailout deal.Wed, 15 Jul 2015 01:00:00 +0200globalfederalreserveinflationglobaleconomygrowthinterestratesmonetarypolicygdpinfographichttp://www.schroders.com/en/sysglobalassets/digital/insights/images/july-economic-infographic-schroders-945x470px.jpg183027http://www.schroders.com/en/lu/professional-investor/insights/economics/is-the-second-great-depression-approaching-part-two-the-case-against/Keith WadeGlobalCraig BothamKeith WadeGlobal EconomyIs the Second Great Depression approaching? Part two: the case againstIn the final part of our economists' debate, Chief Economist and Strategist Keith Wade argues that we are not about to enter another Great Depression; the world today is different.Wed, 15 Jul 2015 01:00:00 +0200globalcraigbothamkeithwadeglobaleconomyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/great-depression-workers-eating-soup.jpg183366http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-china---strong-growth-fragile-foundations/Craig BothamAsia ex JapanCraig BothamGrowthChinaGDPSchroders Quickview: China - strong growth, fragile foundationsChinese Q2 GDP beats lowered expectations, but can it continue to defy the sceptics? Schroders Emerging markets Economist Craig Botham remains unconvinced.Wed, 15 Jul 2015 01:00:00 +0200asiaexjapancraigbothamgrowthchinagdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/hong-kong-escalator.jpg181740http://www.schroders.com/en/lu/professional-investor/insights/economics/is-the-second-great-depression-approaching-part-one-the-case-for/Craig BothamGlobalCraig BothamFederal ReserveInflationGlobal EconomyGrowthInterest RatesQuantitative EasingVolatilityMonetary PolicyIs the Second Great Depression approaching? Part one: the case forIn the first of a two-part debate between Schroders’ economists, Emerging Markets Economist Craig Botham presents the case that the global outlook is bleak and that we are on the verge of a deep depression akin to that which hit in 1929.Tue, 14 Jul 2015 01:00:00 +0200globalcraigbothamfederalreserveinflationglobaleconomygrowthinterestratesquantitativeeasingvolatilitymonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/great-depression-queue-for-bowery-mission.jpg180331http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-greece-to-receive-pay-as-you-go-bailout/Azad ZanganaEurope ex UKAzad ZanganaMonetary PolicyBudgetGreeceSchroders Quickview: Greece to receive pay-as-you-go bailoutA road map to a long-term bailout deal has been agreed, but not without Greece making major concessions.Mon, 13 Jul 2015 14:00:00 +0200europeexukazadzanganamonetarypolicybudgetgreecehttp://www.schroders.com/en/sysglobalassets/digital/insights/images/greek-pillars-945x470.jpg178569http://www.schroders.com/en/lu/professional-investor/insights/economics/uk-budget-2015-version-2.0-osborne-smooths-out-austerity/Azad ZanganaUKAzad ZanganaBudgetUK Budget 2015 version 2.0: Osborne smoothes out austerityOverall, the slower pace of austerity presents some upside risks to our growth forecast, while the introduction of the national living wage raises the risk of higher inflation.Fri, 10 Jul 2015 01:00:00 +0200ukazadzanganabudgethttp://www.schroders.com/en/sysglobalassets/digital/insights/images/Treasury-Briefcase-945x470.jpg176235http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-chinas-crashing-stockmarket-could-hurt-economic-growth/Craig BothamEquitiesAsia ex JapanCraig BothamGrowthVolatilityChinaSchroders Quickview: China's crashing stockmarket could hurt economic growthChina’s market has provided perhaps the most exciting ride for investors so far this year. The composite index was at one point up almost 60% since the start of the year, easily outpacing the rest of emerging markets and indeed the rest of the world, but its fortunes have since turned.Wed, 08 Jul 2015 11:00:00 +0200equitiesasiaexjapancraigbothamgrowthvolatilitychinahttp://www.schroders.com/en/sysglobalassets/digital/insights/images/china945x470.jpg184853http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-greece-votes-no-and-enters-limbo/Azad ZanganaSchroders Quickview: Greece votes "no" and enters limboThe Greek referendum over the weekend returned a resounding “no” to Europe’s bailout offer. With 61.3% voting ‘no’, Prime Minister Tsipras has arguably increased his support compared to the 36% won in the last legislative election. In our view, the referendum result dramatically increases the risk of Grexit to around 75% due to the large number of obstacles that stand in the way of a new bailout. Mon, 06 Jul 2015 01:00:00 +0200http://www.schroders.com/en/sysglobalassets/digital/insights/images/greece-church-roofs.jpg184871http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-greece-faces-the-abyss/Azad ZanganaEquitiesFixed IncomeEurope ex UKAzad ZanganaECBForeign ExchangeMonetary PolicyGreeceSchroders Quickview: Greece faces the abyssThe Greek crisis is reaching a crescendo and the final "in or out" referendum this weekend has potentially huge and lasting repercussions.Mon, 29 Jun 2015 16:00:00 +0200equitiesfixedincomeeuropeexukazadzanganaecbforeignexchangemonetarypolicygreecehttp://www.schroders.com/en/sysglobalassets/digital/insights/images/Euro-sign-945x470.jpg137155http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-fed-reiterates-rate-hike-stance/Lisa HornbySchroders Quickview: Fed reiterates rate hike stanceWe assess the outcome of the latest meeting of the US Federal Open Markets Committee and how it effects the likely timing of the first interest rate rise.Thu, 18 Jun 2015 01:00:00 +0200http://www.schroders.com/en/sysglobalassets/digital/insights/images/american-flag-dollar-bill.jpg178338http://www.schroders.com/en/lu/professional-investor/insights/economics/multi-asset-insights-the-long-term-outlook-for-the-japanese-yen/Multi-Asset Insights: The long-term outlook for the Japanese yenThis month we share our thoughts on a more structural view than usual: our long-term outlook for the Japanese economy and the read across to the yen, as deteriorating demographics and government indebtedness continue to plague the nation.Thu, 18 Jun 2015 01:00:00 +0200http://www.schroders.com/en/sysglobalassets/digital/insights/images/JapanCity945x470.jpg218240http://www.schroders.com/en/lu/professional-investor/insights/economics/talking-economics-global-growth-down-again-but-inflation-pressures-build/Keith WadeKeith WadeFederal ReserveECBInflationGlobal EconomyGrowthInterest RatesQuantitative EasingMonetary PolicyGDPTalking Economics: Global growth down again, but inflation pressures buildSchroders economists cut their global growth forecasts for 2015, while reflecting on concerns surrounding the Federal Reserve interest rate policy and how it might impact global investment.Wed, 17 Jun 2015 01:00:00 +0200keithwadefederalreserveecbinflationglobaleconomygrowthinterestratesquantitativeeasingmonetarypolicygdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/global-flag-badges.jpg218261http://www.schroders.com/en/lu/professional-investor/insights/economics/talking-economics-eurozone-forecasts-on-track/Azad ZanganaEurope ex UKUKAzad ZanganaECBInflationQuantitative EasingBoEGDPTalking Economics: Eurozone forecasts on trackThe European Central Bank's injection of stimulus and the fall in energy prices continue to provide support for the eurozone, but UK growth is likely to be hurt by austerity measures following the Conservatives' win in the May general election.Wed, 17 Jun 2015 01:00:00 +0200europeexukukazadzanganaecbinflationquantitativeeasingboegdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/europe-flag-2-945x470.jpg218288http://www.schroders.com/en/lu/professional-investor/insights/economics/talking-economics-bother-in-the-brics/Craig BothamCraig BothamInflationGrowthBrazilIndiaRussiaChinaGDPTalking Economics: Bother in the BRICSThere were limited growth changes made to our emerging markets forecast, but all of the BRIC members face challenges this year, with sentiment on India beginning to turn.Wed, 17 Jun 2015 01:00:00 +0200craigbothaminflationgrowthbrazilindiarussiachinagdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/emerging-markets-signpost-cloudy-outlook.jpg114789http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-eurozone-inflation-returns/Azad ZanganaEurope ex UKAzad ZanganaECBInflationMonetary PolicyGDPSchroders Quickview: Eurozone inflation returnsThe eurozone’s flash estimate for the harmonised index of consumer prices (HICP) showed an annual increase of 0.3% in May – the first increase since November 2014, backing up our view that deflation is not a major concern for the region.Tue, 02 Jun 2015 01:00:00 +0200europeexukazadzanganaecbinflationmonetarypolicygdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/europeanflags945x470.jpg114323http://www.schroders.com/en/lu/professional-investor/insights/economics/indian-and-brazilian-growth-figures-likely-to-prompt-easing/Craig BothamCraig BothamGrowthMonetary PolicyBrazilIndiaGDPIndian and Brazilian growth figures likely to prompt easingSurprising first quarter growth figures for both India and Brazil were released today. In both economies, we think the numbers could trigger monetary policy easing.Fri, 29 May 2015 16:00:00 +0200craigbothamgrowthmonetarypolicybrazilindiagdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/Rio-statue-945x470.jpg113648http://www.schroders.com/en/lu/professional-investor/insights/economics/5-key-themes-shaping-the-global-economy/Keith WadeCurrenciesEquitiesFixed IncomeGlobalAzad ZanganaCraig BothamKeith WadeFederal ReserveECBInflationOil PricesCommoditiesForeign ExchangeGrowthInterest RatesQuantitative EasingMonetary PolicyGDP5 key themes shaping the global economySchroders Chief Economist Keith Wade sees five key themes shaping the macroeconomic landscape and supporting risk assets over the next year including energy prices, central bank monetary policy and the hunt for yield.Wed, 27 May 2015 01:00:00 +0200currenciesequitiesfixedincomeglobalazadzanganacraigbothamkeithwadefederalreserveecbinflationoilpricescommoditiesforeignexchangegrowthinterestratesquantitativeeasingmonetarypolicygdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/global-financial-markets.jpg113306http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-end-of-the-cycle-for-the-us/Keith WadeUSKeith WadeFederal ReserveInflationGrowthInterest RatesMonetary PolicyGDPSchroders Quickview: End of the cycle for the US?Chief Economist Keith Wade looks at today’s US inflation release and notes that despite a negative headline inflation print, there are signs that inflationary pressures are picking up.Fri, 22 May 2015 01:00:00 +0200uskeithwadefederalreserveinflationgrowthinterestratesmonetarypolicygdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/100-dollar-bills.jpg112557http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-uk-falls-temporarily-into-deflation/Fixed IncomeUKAzad ZanganaInflationForeign ExchangeBoEGDPSchroders Quickview: UK falls temporarily into deflationWe are unconcerned by a single negative reading of -0.1% from UK annual consumer price inflation and expect to see higher inflation as 2015 progresses.Tue, 19 May 2015 01:00:00 +0200fixedincomeukazadzanganainflationforeignexchangeboegdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/bank-of-england945x470.jpg111544http://www.schroders.com/en/lu/professional-investor/insights/economics/success-of-income-investing-lies-in-long-term-sustainability/Kin Weng PangIncomeSuccess of income investing lies in long-term sustainabilityHow can investors maximise their returns in the long-term? Kin Weng Pang, Schroders Multi-Asset Fund Manager, says ignore the headlines and focus on income and a diversified approach to achieve sustainable long-term results.Fri, 15 May 2015 01:00:00 +0200incomehttp://www.schroders.com/en/sysglobalassets/digital/insights/images/Abacus-AsiaMoney945x470.jpg111739http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-big-fall-for-russian-gdp-in-the-first-quarter/Craig BothamSchroders Quickview: Big fall for Russian GDP in the first quarterRussia's GDP contraction is better than expected but still represents a painful fall.Fri, 15 May 2015 01:00:00 +0200http://www.schroders.com/en/sysglobalassets/digital/insights/images/russian-kremlin.jpg111126http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-eurozone-recovery-gathers-momentum/Azad ZanganaEurope ex UKAzad ZanganaGrowthMonetary PolicyGDPSchroders Quickview: Eurozone recovery gathers momentumAlthough the eurozone economy remains fragile, today’s GDP data show it has enjoyed a good start to 2015. Wed, 13 May 2015 01:00:00 +0200europeexukazadzanganagrowthmonetarypolicygdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/europe-flag945x470jpg109586http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-china-cuts-rates-but-more-is-needed/Craig BothamGlobal Emerging MarketsCraig BothamInterest RatesAsia PacificChinaSchroders Quickview: China cuts rates, but more is neededWe now expect an accelerated pace of monetary easing after the People’s Bank of China delivered another cut to the benchmark lending and deposit rates at the weekend.
Mon, 11 May 2015 01:00:00 +0200globalemergingmarketscraigbothaminterestratesasiapacificchinahttp://www.schroders.com/en/sysglobalassets/digital/insights/images/china945x470.jpg109179http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-uk-election-surprise-lifts-investor-uncertainty/Azad ZanganaUKAzad ZanganaSchroders Quickview: UK election surprise lifts investor uncertaintyAs results continue to roll in for one of the most unpredictable UK general elections of all time, it appears that the polls were wrong over the closeness of the race for Number 10 and investors are likely to respond positively to the news.Fri, 08 May 2015 01:00:00 +0200ukazadzanganahttp://www.schroders.com/en/sysglobalassets/digital/insights/images/london-shard-945x470.jpg113870http://www.schroders.com/en/lu/professional-investor/insights/economics/emerging-markets-corporates-at-risk/Craig BothamGlobal Emerging MarketsCraig BothamFederal ReserveInterest RatesEmerging markets: Corporates at riskSchroders Emerging Markets Economist Craig Botham takes a look at countries, including Turkey and China, facing potential issues from the toxic combination of rising corporate debt and falling profits.
Tue, 05 May 2015 01:00:00 +0200globalemergingmarketscraigbothamfederalreserveinterestrateshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/emerging-markets-signpost-cloudy-outlook.jpg113716http://www.schroders.com/en/lu/professional-investor/insights/economics/eurozone-springing-into-recovery/Azad ZanganaEquitiesFixed IncomeEurope ex UKAzad ZanganaGrowthEurozone: Springing into recoveryEurope's economy is on the road to recovery, according to Schroders European Economist Azad Zangana, but equity and bond markets could still see some volatility in the coming months as Greece continues to negotiate its next bailout.Mon, 04 May 2015 01:00:00 +0200equitiesfixedincomeeuropeexukazadzanganagrowthhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/europe-flag-2-945x470.jpg107363http://www.schroders.com/en/lu/professional-investor/insights/economics/why-foreign-investors-should-not-write-off-russia/Alexander MoseleyAsia ex JapanEurope ex UKAlexander MoseleyRussiaGDPWhy foreign investors should not write off RussiaA postcard from... Russia: We reflect on a recent visit to the country and find plenty of reasons for optimism.
Wed, 29 Apr 2015 01:00:00 +0200asiaexjapaneuropeexukalexandermoseleyrussiagdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/Moscow945x470.jpg104351http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-china-stimulus-rolled-out-as-growth-stalls/Craig BothamAsia ex JapanGlobal Emerging MarketsCraig BothamInflationGrowthMonetary PolicyChinaGDPSchroders Quickview: China stimulus rolled out as growth stallsChina's cut to Banks' reserve requirement ratio signals growth concerns after a weak first quarter, but should not be read as “Chinese QE” or an attempt to weaken the currency and we expect more rate cuts to come in 2015.Mon, 20 Apr 2015 01:00:00 +0200asiaexjapanglobalemergingmarketscraigbothaminflationgrowthmonetarypolicychinagdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/chinablurry945x470.jpg104339http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-china-must-do-more-to-hit-growth-target/Craig BothamAsia ex JapanGlobal Emerging MarketsCraig BothamGrowthChinaGDPSchroders Quickview: China must do more to hit growth targetThe latest Chinese growth data has done little to assuage concerns that China is not doing enough to stimulate its economy.Wed, 15 Apr 2015 01:00:00 +0200asiaexjapanglobalemergingmarketscraigbothamgrowthchinagdphttp://www.schroders.com/en/sysglobalassets/digital/insights/images/Chinese-Staircase945x470.jpg102954http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-russian-growth-surprise-fails-to-brighten-outlook/Craig BothamGlobal Emerging MarketsCraig BothamOil PricesGrowthRussiaSchroders Quickview: Russian growth surprise fails to brighten outlookDespite a stronger than anticipated finish to 2014 for Russia’s economy, we expect a significant contraction in GDP over 2015.Tue, 07 Apr 2015 01:00:00 +0200globalemergingmarketscraigbothamoilpricesgrowthrussiahttp://www.schroders.com/en/sysglobalassets/digital/insights/images/Moscow945x470.jpg103447http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-brazilian-gdp-facing-extreme-headwinds/Craig BothamGlobal Emerging MarketsCraig BothamGrowthBrazilSchroders Quickview: Brazilian GDP facing extreme headwindsBrazil's latest GDP figure was slightly stronger than expected, but Schroders Emerging Markets Economist Craig Botham sees rising inflation, deteriorating economic conditions and corruption scandals damaging Brazil's prospects for growth into 2016.Fri, 27 Mar 2015 01:00:00 +0100globalemergingmarketscraigbothamgrowthbrazilhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/brazil-landscape-ipenema-sugar-loaf.jpg103444http://www.schroders.com/en/lu/professional-investor/insights/economics/living-wage-a-uk-perspective/Elly IrvingUKResponsible InvestmentSustainabilityLiving Wage: A UK perspectiveThe living wage is gaining momentum in the UK. We look at its costs and benefits, which sectors have the most exposure to the issue and the impact of its implementation on corporate margins.Thu, 26 Mar 2015 01:00:00 +0100ukresponsibleinvestmentsustainabilityhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/restaurant-staff-impacted-by-living-wage.jpg103442http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-falling-uk-inflation-to-spur-domestic-demand/Charlotte MorrishUKInflationOil PricesSchroders Quickview: Falling UK inflation to spur domestic demandSchroders Research Analyst Charlotte Morrish sees falling inflation as a positive for UK domestic demand as consumers reap the rewards of falling energy costs.Tue, 24 Mar 2015 01:00:00 +0100ukinflationoilpriceshttp://www.schroders.com/en/sysglobalassets/digital/insights/images/inflating-high-street-demand.jpg103438http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-budget-2015-brings-pre-election-pause-in-austerity/Azad ZanganaUKAzad ZanganaBudgetSchroders Quickview: Budget 2015 brings pre-election pause in austerityChancellor George Osborne delivered his sixth and final Budget of this parliamentary term on Wednesday, which also turned out to be one of the most uneventful.Fri, 20 Mar 2015 01:00:00 +0100ukazadzanganabudgethttp://www.schroders.com/en/sysglobalassets/digital/insights/images/westminster-treasury945x470.jpg103440http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-dollar-strength-tips-fed-towards-later-rate-rise/Keith WadeUSKeith WadeUS Monetary PolicyFederal ReserveSchroders Quickview: Dollar strength tips Fed towards later rate riseFederal Open Market Committee meeting triggers a change in rate hike forecasts, says Schroders Chief Economist & Strategist Keith Wade.Fri, 20 Mar 2015 01:00:00 +0100uskeithwadeusmonetarypolicyfederalreservehttp://www.schroders.com/en/sysglobalassets/digital/insights/images/TheTreasuryDepartment945x470.jpg103436http://www.schroders.com/en/lu/professional-investor/insights/economics/global-growth-set-to-surprise-in-2015/GlobalGrowthMonetary PolicyGlobal growth set to surprise in 2015In this infographic Schroders economists take a look at the major events that could impact on the global economy in 2015 and forecast the potential outcomes.Tue, 24 Feb 2015 01:00:00 +0100globalgrowthmonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/charts-growth.jpg103432http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-what-does-japans-return-to-growth-mean-for-qe/Keith WadeJapanKeith WadeGrowthMonetary PolicySchroders Quickview: What does Japan’s return to growth mean for QE?Japan emerged from recession in the fourth quarter of 2014. Despite this, we could still see further policy easing from the Bank of Japan.
Tue, 17 Feb 2015 01:00:00 +0100japankeithwadegrowthmonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/JapanCity945x470.jpg103434http://www.schroders.com/en/lu/professional-investor/insights/economics/india-eagerly-awaits-evidence-of-reform/Craig BothamAsia ex JapanCraig BothamIndiaIndia eagerly awaits evidence of reformA postcard from… India: Three days spent meeting companies, government officials and private sector analysts in Mumbai and Delhi left me with an impression of optimism, tempered by cautionTue, 17 Feb 2015 01:00:00 +0100asiaexjapancraigbothamindiahttp://www.schroders.com/en/sysglobalassets/digital/insights/images/india-taj-mahal-people-passing.jpg103430http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-germany-and-spain-lift-eurozone-growth/Azad ZanganaEurope ex UKAzad ZanganaGrowthMonetary PolicyGermanySchroders Quickview: Germany and Spain lift eurozone growthActivity in the eurozone accelerated at the end of 2014 to boost hopes of an ongoing recovery in 2015Fri, 13 Feb 2015 01:00:00 +0100europeexukazadzanganagrowthmonetarypolicygermanyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/frankfurt-germany945x470.jpg103427http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-us-edges-closer-to-june-rate-rise/Keith WadeMulti-AssetUSKeith WadeUS Monetary PolicySchroders Quickview: US edges closer to June rate riseAnother strong jobs report in the US puts a June interest rate rise back on the agenda for the Federal Reserve.Fri, 06 Feb 2015 01:00:00 +0100multiassetuskeithwadeusmonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/Smiling-Benjamin-945x470.jpg103425http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-uk-ends-2014-with-slower-growth/Azad ZanganaUKAzad ZanganaGrowthSchroders Quickview: UK ends 2014 with slower growthUK growth slowed in the fourth quarter of 2014 but there is potential for the economy to re-accelerate in the first half of 2015.Tue, 27 Jan 2015 01:00:00 +0100ukazadzanganagrowthhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/london-shard-945x470.jpg103423http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-where-next-for-greece-after-syrzias-election-victory/Azad ZanganaEurope ex UKAzad ZanganaECBSchroders Quickview: Where next for Greece after Syrzia's election victory?The Greek backlash against austerity has swept Syriza to power, meaning the risk of “Grexit” has now returned. But what does this mean for investors and the wider eurozone?Mon, 26 Jan 2015 01:00:00 +0100europeexukazadzanganaecbhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/greek-pillars-945x470.jpg103419http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-qe-to-provide-welcome-eurozone-boost/Azad ZanganaRory BatemanEurope ex UKAzad ZanganaRory BatemanECBMonetary PolicySchroders Quickview: QE to provide welcome eurozone boostAs the European Central Bank joins the club by announcing its quantitative easing programme, Azad Zangana and Rory Bateman assess its potential economic and stockmarket impact.Thu, 22 Jan 2015 01:00:00 +0100europeexukazadzanganarorybatemanecbmonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/Euro-sign-945x470.jpg103328http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-slowing-china-growth-to-prompt-further-stimulus/Craig BothamAsia ex JapanCraig BothamInflationGrowthMonetary PolicyChinaSchroders Quickview: Slowing China growth to prompt further stimulusTue, 20 Jan 2015 01:00:00 +0100asiaexjapancraigbothaminflationgrowthmonetarypolicychinahttp://www.schroders.com/en/sysglobalassets/digital/insights/images/hong-kong945x470.jpg103319http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-india-surprises-with-rate-cut/Craig BothamGlobal Emerging MarketsCraig BothamInflationGrowthMonetary PolicyIndiaSchroders Quickview: India surprises with rate cutIndia cut its main policy rate by 25 basis points today to 7.75%, against market expectations.
Thu, 15 Jan 2015 01:00:00 +0100globalemergingmarketscraigbothaminflationgrowthmonetarypolicyindiahttp://www.schroders.com/en/sysglobalassets/digital/insights/images/Delhi-parliament-945x470.jpg102957http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-uk-inflation-falls-sharply-but-will-help-boost-growth/Azad ZanganaUKAzad ZanganaInflationBoEMonetary PolicySchroders Quickview: UK inflation falls sharply but will help boost growthAnnual UK CPI inflation fell from 1% to just 0.5% in December falling by more than consensus estimates of 0.7%.Tue, 13 Jan 2015 01:00:00 +0100ukazadzanganainflationboemonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/london-shard-945x470.jpg103300http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-us-economy-motors-into-2015/Keith WadeUSKeith WadeMonetary PolicySchroders Quickview: US economy motors into 20151Another month and another solid employment report, with the US economy clocking up an increase of 252k in non-farm payrolls in December.Fri, 09 Jan 2015 01:00:00 +0100uskeithwademonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/American-Flags-945x470.jpg103292http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-energy-price-drop-turns-eurozone-inflation-negative/Azad ZanganaEurope ex UKAzad ZanganaSchroders Quickview: Energy price drop turns eurozone inflation negativeThe preliminary estimate for eurozone HICP inflation shows annual price inflation has fallen into negative territory for the first time since October 2009.Wed, 07 Jan 2015 01:00:00 +0100europeexukazadzanganahttp://www.schroders.com/en/sysglobalassets/digital/insights/images/europeanflags945x470.jpg103303http://www.schroders.com/en/lu/professional-investor/insights/economics/ecb-no-sovereign-qe-for-christmas-but-promises-of-a-new-years-resolution/Azad ZanganaEurope ex UKAzad ZanganaECB: No sovereign QE for Christmas, but promises of a New Year's resolutionMarkets appear disappointed by the lack of news from the ECB on QE. However, the tone remained dovish and open to additional stimulus.Thu, 04 Dec 2014 01:00:00 +0100europeexukazadzanganahttp://www.schroders.com/en/sysglobalassets/digital/insights/images/Euro-sign-945x470.jpg103307http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-mini-pre-election-giveaway/Azad ZanganaUKAzad ZanganaGrowthSchroders Quickview: Mini pre-election giveawayWith just over five months to go until the general election, today’s Autumn Statement was the Chancellor’s penultimate opportunity to showcase both the public finances and the macroeconomic outlook to the electorate.Wed, 03 Dec 2014 01:00:00 +0100ukazadzanganagrowthhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/bigbenclock945x470.jpg103309http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-chinese-reforms-and-easing-unlikely-to-boost-growth/Craig BothamGlobal Emerging MarketsCraig BothamMonetary PolicyChinaSchroders Quickview: Chinese reforms and easing unlikely to boost growthThere were two significant announcements from China’s policymakers last week. They mark a change of stance by the People’s Bank of China (PBOC), which until now had focused on selective easing measures and liquidity injections.Mon, 01 Dec 2014 01:00:00 +0100globalemergingmarketscraigbothammonetarypolicychinahttp://www.schroders.com/en/sysglobalassets/digital/insights/images/Shanghai-Skyline-945x470.jpg103311http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-india-and-brazils-future-growth-reliant-on-reform/Craig BothamGlobal Emerging MarketsCraig BothamGrowthMonetary PolicyBrazilIndiaSchroders Quickview: India and Brazil’s future growth reliant on reformLatest GDP figures show the contrasting performance of Brazil and India, but both economies require reforms.Fri, 28 Nov 2014 01:00:00 +0100globalemergingmarketscraigbothamgrowthmonetarypolicybrazilindiahttp://www.schroders.com/en/sysglobalassets/digital/insights/images/Rio-statue-945x470.jpg103313http://www.schroders.com/en/lu/professional-investor/insights/economics/turkish-optimism-defies-difficult-backdrop/Craig BothamGlobal Emerging MarketsCraig BothamGrowthTurkish optimism defies difficult backdropA postcard from... Istanbul: Craig Botham reflects on his recent visit to Turkey's largest city where, despite its status as one of the "Fragile Five" and ISIS on its doorstep, he found no shortage of optimism.Tue, 18 Nov 2014 01:00:00 +0100globalemergingmarketscraigbothamgrowthhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/sunset-945x470.jpg103315http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-eurozone-growth-remains-sluggish/Azad ZanganaEurope ex UKAzad ZanganaGrowthMonetary PolicyGermanySchroders Quickview: Eurozone growth remains sluggishThe eurozone economy grew by 0.2% in the third quarter compared to the previous quarter, which was slightly better than consensus expectations of 0.1%. Compared to the same period a year earlier, the eurozone grew by 0.8%.Fri, 14 Nov 2014 01:00:00 +0100europeexukazadzanganagrowthmonetarypolicygermanyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/europe-flag-2-945x470.jpg103317http://www.schroders.com/en/lu/professional-investor/insights/economics/schroders-quickview-boe-remains-cautious/Azad ZanganaUKAzad ZanganaInflationBoEMonetary PolicySchroders Quickview: BoE remains cautiousBoE Governor Mark Carney delivered a cautious outlook when presenting the November Inflation Report, suggesting that interest rates could be kept unchanged until the end of 2015.Wed, 12 Nov 2014 01:00:00 +0100ukazadzanganainflationboemonetarypolicyhttp://www.schroders.com/en/sysglobalassets/digital/insights/images/bank-of-england945x470.jpg